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

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

Historical chart of WCG 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 WCG 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.3M 80k 91.82
2024-06-30 $6.3M 68k 91.78
2022-12-31 $12M 133k 91.47
2022-09-30 $13M 136k 91.60

More positions owned by WCG Wealth Advisors

Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Dbx Etf Tr Xtrackers S&p (SNPE)
Pimco Etf Tr Multisector Bd (PYLD)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)

View all positions for WCG Wealth Advisors

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