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

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

Historical chart of Octavia 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 Octavia 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 Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $416k 4.5k 91.75
2025-06-30 $817k 8.9k 91.73
2025-03-31 $817k 8.9k 91.73
2024-12-31 $250k 2.7k 91.43

More positions owned by Octavia Wealth Advisors

Spdr Series Trust Prtflo S&p500 Vl (SPYV)
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NVIDIA Corporation (NVDA)
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Starboard Invt Tr Adaptive Alpha (AGOX)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Amazon (AMZN)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)

View all positions for Octavia Wealth Advisors

Top funds holding Spdr Ser Tr 1 3 hgh yield

Morgan Stanley
LPL Financial
Royal Bank of Canada
UBS Group
Wells Fargo & Company
Stifel Financial
Capital Wealth Planning
Envestnet Asset Management
AQR Capital Management
Raymond James Financial
Captrust Financial Advisors
Ieq Capital
Capital Research and Management Company - Division 3
CWM
Branch Banking & Trust Company

View all funds holding Spdr Ser Tr 1 3 hgh yield