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Spdr Ser Tr shares owned by WNY Asset Management

Quarter-by-quarter ownership of Spdr Ser Tr (EFIV) shares owned by WNY Asset Management from 13F filings

Historical chart of WNY Asset Management investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by WNY Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by WNY Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $280k 5.0k 55.76
2024-06-30 $432k 8.1k 53.10
2024-03-31 $412k 8.1k 50.64
2023-12-31 $376k 8.1k 46.20

More positions owned by WNY Asset Management

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Dividend Value Shs Creation Uni (CGDV)
T Rowe Price Etf Price Div Grwt (TDVG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Gold Tr Gold Shs (GLD)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Ishares Tr Mortge Rel Etf (REM)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)

View all positions for WNY Asset Management

Top funds holding Spdr Ser Tr

Banca d'Italia
Retirement Capital Strategies
Baltimore-Washington Financial Advisors
Koss-Olinger Consulting
LPL Financial
Private Advisor
Laurel Wealth Planning
Financial Network Wealth Management
Principal Financial Group
SOA Wealth Advisors
Blue Edge Capital
Financial Engines Advisors L.L.C
Integrated Wealth Concepts
Gradient Investments
Seeds Investor

View all funds holding Spdr Ser Tr