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Spdr Ser Tr shares owned by Iams Wealth Management

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

Historical chart of Iams Wealth Management investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Ser Tr by Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $16M 160k 99.38
2023-12-31 $13M 127k 99.12
2023-09-30 $4.6M 46k 99.43
2023-06-30 $2.6M 26k 99.42

More positions owned by Iams Wealth Management

Spdr Ser Tr Bloomberg 3-12 M (BILS)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
United Parcel Service CL B (UPS)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Value Line Divid In SHS (FVD)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Limited Duration (FSIG)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Trust Lrgcp Gwt Alphad Com Shs (FTC)

View all positions for Iams Wealth Management

Top funds holding Spdr Ser Tr

Bank of America Corporation
CWM
Advisor Group Holdings
Partners Capital Investment Group
Coldstream Capital Management
Sargent Investment Group
Royal Bank of Canada
Proficio Capital Partners
Fortis Group Advisors
Commonwealth Equity Services
Pecaut & Co.
Altiora Financial Group
Branch Banking & Trust Company
Waldron
Napa Wealth Management

View all funds holding Spdr Ser Tr