OakTrust Wealth Advisors »

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

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

Historical chart of OakTrust 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 OakTrust Wealth 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 1 3 hgh yield by OakTrust Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.6M 39k 91.38

More positions owned by OakTrust Wealth Advisors

Spdr Series Trust State Street Spd (SPTS)
Ishares U S Etf Tr Short Duration B (NEAR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (BILS)
First Tr Exchange-traded Smid Risng Etf (SDVY)

View all positions for OakTrust Wealth Advisors

Top funds holding Spdr Ser Tr 1 3 hgh yield

LPL Financial
Royal Bank of Canada
UBS Group
Wells Fargo & Company
Capital Wealth Planning
Rockefeller Capital Management
Stifel Financial
AQR Capital Management
CI Private Wealth
Raymond James Financial
Ieq Capital
Captrust Financial Advisors
Capital Research and Management Company - Division 3
Envestnet Asset Management
Cetera Investment Advisers

View all funds holding Spdr Ser Tr 1 3 hgh yield