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Spdr Ser Tr 1 3 hgh yield shares owned by West Financial Advisors

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

Historical chart of West Financial 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 West Financial 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 West Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.1M 66k 91.80
2023-12-31 $5.8M 64k 91.39
2023-09-30 $1.4M 15k 91.82

More positions owned by West Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

Top funds holding Spdr Ser Tr 1 3 hgh yield

Bank of America Corporation
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Captrust Financial Advisors
Branch Banking & Trust Company
Advisor Group Holdings
Royal Bank of Canada
Capital Wealth Planning
Stifel Financial
Beacon Capital Management
AE Wealth Management
CWM
Eagle Capital Management
Howard Capital Management
Foundations Investment Advisors

View all funds holding Spdr Ser Tr 1 3 hgh yield