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Spdr Ser Tr shares owned by Strategic Wealth Partners

Quarter-by-quarter ownership of Spdr Ser Tr (BILS) shares owned by Strategic Wealth Partners from 13F filings

Historical chart of Strategic Wealth Partners investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.0M 80k 99.42
2023-12-31 $8.8M 89k 99.12
2023-09-30 $13M 127k 99.43
2023-06-30 $9.1M 91k 99.46
2023-03-31 $8.0M 81k 99.61

More positions owned by Strategic Wealth Partners

Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Mbs Etf (MBB)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)

View all positions for Strategic Wealth Partners

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