SEC 13F Intelligence

Olde Wealth Management, LLC / EFIV

Olde Wealth Management, LLC’s Spdr Series Trust Position

Does Olde Wealth Management, LLC own Spdr Series Trust (EFIV)? Yes — 518.6K shares worth $33M (+10.35% of its 13F portfolio) as of Q1 2026, up from 487.7K shares the prior filed quarter.

Position Value
$33M
Q1 2026
Shares
518.6K
% of Portfolio
+10.35%
Quarters Held
8
currently held

Position History EFIV

Reported value by quarter
Q1 ’24: $8MQ1 ’24Q2 ’24: $9MQ2 ’24Q3 ’24: $11MQ3 ’24Q4 ’24: $12MQ4 ’24Q1 ’25: $13MQ1 ’25Q3 ’25: $31MQ3 ’25Q4 ’25: $32MQ4 ’25Q1 ’26: $33MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026518.6K$33M+10.35%
Q4 2025487.7K$32M+9.92%
Q3 2025474.2K$31M+9.58%
Q1 2025244.8K$13M+4.62%
Q4 2024216.5K$12M+4.37%
Q3 2024193.1K$11M+3.86%
Q2 2024177.2K$9M+3.58%
Q1 2024165.8K$8M+3.94%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Olde Wealth Management, LLC’s full portfolio or all institutional holders of EFIV.