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Spdr Ser Tr shares owned by Sound Financial Strategies Group

Quarter-by-quarter ownership of Spdr Ser Tr (BILS) shares owned by Sound Financial Strategies Group from 13F filings

Historical chart of Sound Financial Strategies Group investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Sound Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $693k 7.0k 99.42
2023-12-31 $716k 7.2k 99.12
2023-09-30 $1.1M 11k 99.43
2023-06-30 $2.9M 29k 99.46
2023-03-31 $870k 8.7k 99.61

More positions owned by Sound Financial Strategies Group

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Us Aggbd Et (AGG)
Tidal Tr Ii Blueprint Chesap (TFPN)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Kraneshares Trust Kfa Mount Lucas (KMLM)
Timothy Plan High Dividend (TPHE)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Core Div Grwth (DGRO)
Caterpillar (CAT)
Pentair SHS (PNR)
W.W. Grainger (GWW)
Sherwin-Williams Company (SHW)
Ecolab (ECL)
Cintas Corporation (CTAS)

View all positions for Sound Financial Strategies Group

Top funds holding Spdr Ser Tr

Bank of America Corporation
CWM
LPL Financial
Advisor Group Holdings
Ameriprise Financial
Sargent Investment Group
Coldstream Capital Management
Envestnet Asset Management
Royal Bank of Canada
Partners Capital Investment Group
Proficio Capital Partners
Stephens
Fortis Group Advisors
Commonwealth Equity Services
Pecaut & Co.

View all funds holding Spdr Ser Tr