Jacobson & Schmitt Advisors »

Spdr Ser Tr shares owned by Jacobson & Schmitt Advisors

Quarter-by-quarter ownership of Spdr Ser Tr (BILS) shares owned by Jacobson & Schmitt Advisors from 13F filings

Historical chart of Jacobson & Schmitt Advisors investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Jacobson & Schmitt Advisors 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 Jacobson & Schmitt Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $282k 2.8k 99.12
2023-09-30 $269k 2.7k 99.43

More positions owned by Jacobson & Schmitt Advisors

Ishares Tr Core Total Usd (IUSB)
Amazon (AMZN)
Danaher Corporation (DHR)
Cdw (CDW)
Vanguard Bd Index Fds Intermed Term (BIV)
Firstservice Corp (FSV)
Amphenol Corp Cl A (APH)
Csw Industrials (CSWI)
Blackstone Group Inc Com Cl A (BX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Costco Wholesale Corporation (COST)
J.B. Hunt Transport Services (JBHT)
Visa Com Cl A (V)
Asml Holding N V N Y Registry Shs (ASML)
Charles Schwab Corporation (SCHW)

View all positions for Jacobson & Schmitt Advisors

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
Altiora Financial Group
Pecaut & Co.
Branch Banking & Trust Company
Waldron
Napa Wealth Management

View all funds holding Spdr Ser Tr