SEC 13F Intelligence

Marquette Associates, Inc. / EFAX

Marquette Associates, Inc.’s Spdr Index Shs Fds Position

Does Marquette Associates, Inc. own Spdr Index Shs Fds (EFAX)? Yes — 24.0K shares worth $1M (+1.30% of its 13F portfolio) as of Q1 2026, up from 22.7K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
24.0K
% of Portfolio
+1.30%
Quarters Held
6
currently held

Position History EFAX

Reported value by quarter
Q4 ’24: $953,370Q4 ’24Q1 ’25: $951,525Q1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202624.0K$1M+1.30%
Q4 202522.7K$1M+1.47%
Q3 202522.4K$1M+1.33%
Q2 202521.7K$1M+1.01%
Q1 202522.1K$951,525+0.95%
Q4 202423.9K$953,370+0.79%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Marquette Associates, Inc.’s full portfolio or all institutional holders of EFAX.