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Spdr Ser Tr shares owned by Legacy CG

Quarter-by-quarter ownership of Spdr Ser Tr (BILS) shares owned by Legacy CG from 13F filings

Historical chart of Legacy CG investment in Spdr Ser Tr

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All positions including Spdr Ser Tr held by Legacy CG consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Legacy CG

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.1M 92k 99.42
2023-12-31 $12M 121k 99.12
2023-09-30 $10M 104k 99.43

More positions owned by Legacy CG

Principal Exchange Traded Us Mega Cp Etf (USMC)
American Centy Etf Tr Multisector (MUSI)
Pacer Fds Tr Pacer Us Small (CALF)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Amazon (AMZN)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Visa Com Cl A (V)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amgen (AMGN)

View all positions for Legacy CG

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