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Spdr Ser Tr shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Envestnet 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $483k 9.5k 50.64
2023-09-30 $649k 16k 41.49
2023-06-30 $702k 16k 43.05
2023-03-31 $633k 16k 39.43
2022-12-31 $569k 16k 36.66
2022-09-30 $635k 19k 34.04
2022-06-30 $520k 14k 36.21
2022-03-31 $610k 14k 43.39
2021-12-31 $303k 6.7k 45.30

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Envestnet Asset Management

Top funds holding Spdr Ser Tr

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

View all funds holding Spdr Ser Tr