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Spdr Ser Tr 1 3 hgh yield shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Spdr Ser Tr 1 3 hgh yield (BIL) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Spdr Ser Tr 1 3 hgh yield

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr 1 3 hgh yield held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr 1 3 hgh yield by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 202k 91.75
2025-06-30 $10M 111k 91.73
2025-03-31 $3.8M 42k 91.73
2024-12-31 $17M 183k 91.43
2024-06-30 $9.1M 99k 91.78