Whalen Wealth Management »

Spdr Ser Tr shares owned by Whalen Wealth Management

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

Historical chart of Whalen Wealth Management investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Whalen Wealth Management 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 by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $250k 2.5k 99.42

More positions owned by Whalen Wealth Management

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Materials (XLB)
Global X Fds Glbl X Mlp Etf (MLPA)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Apple (AAPL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Ser Tr Bloomberg Emergi (EBND)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Whalen Wealth Management

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