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Spdr Ser Tr 1 3 hgh yield shares owned by SpringVest Wealth Management

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

Historical chart of SpringVest Wealth Management 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 SpringVest Wealth Management 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 SpringVest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $382k 4.2k 91.38
2025-09-30 $457k 5.0k 91.75
2025-06-30 $1.1M 12k 91.73
2025-03-31 $1.5M 16k 91.73

More positions owned by SpringVest Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Electric Power Company (AEP)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for SpringVest Wealth Management

Top funds holding Spdr Ser Tr 1 3 hgh yield

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
Cetera Investment Advisers

View all funds holding Spdr Ser Tr 1 3 hgh yield