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Spdr Ser Tr shares owned by Aj Wealth Strategies

Quarter-by-quarter ownership of Spdr Ser Tr (BILS) shares owned by Aj Wealth Strategies from 13F filings

Historical chart of Aj Wealth Strategies investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Aj Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Aj Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-06-30 $68M 682k 99.46
2023-03-31 $66M 667k 99.61
2022-12-31 $65M 649k 99.29

More positions owned by Aj Wealth Strategies

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aj Wealth Strategies

Top funds holding Spdr Ser Tr

Bank of America Corporation
CWM
Advisor Group Holdings
Partners Capital Investment Group
Fortis Group Advisors
Coldstream Capital Management
Sargent Investment Group
Royal Bank of Canada
Commonwealth Equity Services
Altiora Financial Group
Pecaut & Co.
Branch Banking & Trust Company
Waldron
Napa Wealth Management
NDWM

View all funds holding Spdr Ser Tr