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Spdr Ser Tr shares owned by Cornerstone Planning

Quarter-by-quarter ownership of Spdr Ser Tr (BILS) shares owned by Cornerstone Planning from 13F filings

Historical chart of Cornerstone Planning investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Cornerstone Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Cornerstone Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $322k 3.3k 97.92

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View all positions for Cornerstone Planning

Top funds holding Spdr Ser Tr

LPL Financial
CWM
Ameriprise Financial
Miller Investment Management
Wells Fargo & Company
Advisor Group Holdings
Sargent Investment Group
Bell State Bank and Trust
Commonwealth Equity Services
Royal Bank of Canada
Pecaut & Co.
Raymond James Financial
UBS Group
Envestnet Asset Management
Ashton Thomas Private Wealth

View all funds holding Spdr Ser Tr