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Spdr Ser Tr 1 3 hgh yield shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Spdr Ser Tr 1 3 hgh yield (BIL) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies 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 Summit Financial Strategies 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 Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $351k 3.8k 91.81
2024-06-30 $251k 2.7k 91.78

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Global Real Est (DFGR)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

Top funds holding Spdr Ser Tr 1 3 hgh yield

Morgan Stanley
Bank of America Corporation
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Royal Bank of Canada
Branch Banking & Trust Company
Stifel Financial
Capital Wealth Planning
Capital Research and Management Company - Division 3
Captrust Financial Advisors
Cetera Investment Advisers
Advisor Group Holdings
Partners Capital Investment Group
Beacon Capital Management

View all funds holding Spdr Ser Tr 1 3 hgh yield