Phillips Wealth Planners »

Spdr Ser Tr 1 3 hgh yield shares owned by Phillips Wealth Planners

Quarter-by-quarter ownership of Spdr Ser Tr 1 3 hgh yield (BIL) shares owned by Phillips Wealth Planners from 13F filings

Historical chart of Phillips Wealth Planners investment in Spdr Ser Tr 1 3 hgh yield

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr 1 3 hgh yield held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Ser Tr 1 3 hgh yield by Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-03-31 $310k 3.4k 91.61
2023-12-31 $286k 3.1k 91.65
2023-09-30 $341k 3.7k 91.69
2023-06-30 $218k 2.4k 91.82
2023-03-31 $291k 3.2k 91.43

More positions owned by Phillips Wealth Planners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Select Sector Spdr Tr Technology (XLK)
Williams Companies (WMB)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Home Depot (HD)
Berkshire Hathaway Inc Del Cl A (BRK.A)
UnitedHealth (UNH)
Ishares Tr Core Us Aggbd Et (AGG)
Chevron Corporation (CVX)

View all positions for Phillips Wealth Planners

Top funds holding Spdr Ser Tr 1 3 hgh yield

Bank of America Corporation
Morgan Stanley
LPL Financial
UBS Group
Envestnet Asset Management
Captrust Financial Advisors
Branch Banking & Trust Company
Wells Fargo & Company
Capital Wealth Planning
Royal Bank of Canada
Stifel Financial
Cetera Investment Advisers
Advisor Group Holdings
Ameriprise Financial
Eagle Capital Management

View all funds holding Spdr Ser Tr 1 3 hgh yield