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EFIVEFIV
22 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in SPDR SERIES TRUST

OSAIC HOLDINGS, INC. holds 22,523 shares of EFIV (SPDR SERIES TRUST), worth $1.6M as of 2026-Q2. The position was increased (+5.4% shares). EFIV represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$1.6M

Current Shares

22,523

Total Value Change

+$1.6M

Total Shares Change

+22,513

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
22,523
+5.4%
$1.6M0.0%$72.93
27
2026-Q1
Increased
21,364
+8.3%
$1.3M0.0%$66.28
28
2025-Q4
Decreased
19,723
-7.2%
$1.3M0.0%$66.59
0
2025-Q3
Decreased
21,248
-13.7%
$1.3M0.0%$63.09
0
2025-Q2
Increased
24,627
0.0%
$1.4M0.0%$57.88
25
2025-Q1
Increased
24,626
+3.0%
$1.3M0.0%$52.67
26
2024-Q4
Decreased
23,921
-9.7%
$1.4M0.0%$56.10
0
2024-Q3
Decreased
26,484
-2.2%
$1.5M0.0%$54.63
0
2024-Q2
Increased
27,071
+0.2%
$1.4M0.0%$52.16
25
2024-Q1
Increased
27,016
+10.8%
$1.4M0.0%$49.58
28
2023-Q4
Decreased
24,381
-41.1%
$1.1M0.0%$45.10
0
2023-Q3
Increased
41,402
+49.1%
$1.7M0.0%$40.36
35
2023-Q2
Increased
27,771
+7.2%
$1.2M0.0%$41.16
27
2023-Q1
Decreased
25,918
-0.3%
$1M0.0%$37.56
0
2022-Q4
Increased
25,998
+6.5%
$953,0000.0%$35.26
27
2022-Q3
Decreased
24,401
-11.0%
$831,0000.0%$33.13
0
2022-Q2
Increased
27,420
+36.6%
$993,0000.0%$34.91
33
2022-Q1
Increased
20,078
+43.8%
$1M0.0%$41.84
34
2021-Q4
Increased
13,966
+1886.6%
$633,0000.0%$42.97
39
2021-Q3
New
703
-
$28,0000.0%$38.46
27
2021-Q2
Exited
0
-100.0%
$00.0%$37.68
0
2021-Q1
New
10
-
$00.0%$34.48
17

Other major holders of EFIV: Integrated Wealth Concepts LLC

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