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Spdr Ser Tr shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Spdr Ser Tr (BILS) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $293k 2.9k 99.42
2023-12-31 $466k 4.7k 99.12
2023-09-30 $846k 8.5k 99.43
2023-06-30 $299k 3.0k 99.46

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Nvidia Corporation Common Stock (NVDA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)

View all positions for United Capital Financial Advisers

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