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

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

Historical chart of Sax 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 Sax 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 12k 91.75
2025-06-30 $545k 5.9k 91.73

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
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Berkshire Hathaway Inc Del Cl A (BRK.A)
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Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Sax 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