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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
2025-09-30 $3.1M 31k 99.52
2025-06-30 $2.6M 26k 99.43
2025-03-31 $1.5M 15k 99.49
2024-12-31 $1.8M 18k 99.15
2024-09-30 $312k 3.1k 99.58
2024-06-30 $207k 2.1k 99.37

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Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Schwab International Equity Etf Etf (SCHF)
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Microsoft Corp Stock (MSFT)
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Schwab U.s. Large-cap Etf Etf (SCHX)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Tesla Stock (TSLA)

View all positions for Gradient Capital Advisors

Top funds holding Spdr Ser Tr

LPL Financial
CWM
Miller Investment Management
Ameriprise Financial
Wells Fargo & Company
Advisor Group Holdings
Sargent Investment Group
Kovitz Investment Group Partners
Bell State Bank and Trust
Royal Bank of Canada
Pecaut & Co.
UBS Group
Cetera Investment Advisers
Commonwealth Equity Services
Envestnet Asset Management

View all funds holding Spdr Ser Tr