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Spdr Ser Tr shares owned by Gradient Capital Advisors

Quarter-by-quarter ownership of Spdr Ser Tr (BILS) shares owned by Gradient Capital Advisors from 13F filings

Historical chart of Gradient Capital Advisors investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Gradient Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $312k 3.1k 99.58
2024-06-30 $207k 2.1k 99.37

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Ishares Core S&p 500 Etf Etf (IVV)
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Schwab International Equity Etf Etf (SCHF)
Schwab U.s. Mid-cap Etf Etf (SCHM)
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Schwab U.s. Large-cap Etf Etf (SCHX)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Dimensional Us Marketwide Value Etf Etf (DFUV)

View all positions for Gradient Capital Advisors

Top funds holding Spdr Ser Tr

LPL Financial
CWM
Bank of America Corporation
Partners Capital Investment Group
Advisor Group Holdings
Renaissance Technologies
Coldstream Capital Management
Sargent Investment Group
Proficio Capital Partners
Miller Investment Management
Commonwealth Equity Services
Bell State Bank and Trust
Integrated Wealth Concepts
Royal Bank of Canada
Pecaut & Co.

View all funds holding Spdr Ser Tr