Horizon Family Wealth »

Spdr Ser Tr shares owned by Horizon Family Wealth

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

Historical chart of Horizon Family Wealth investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Ser Tr by Horizon Family Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.3M 84k 99.58
2024-06-30 $6.2M 62k 99.37
2024-03-31 $3.5M 35k 99.42
2023-12-31 $1.1M 11k 99.12
2023-09-30 $1.1M 11k 99.43

More positions owned by Horizon Family Wealth

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Goldman Sachs Etf Tr Small Cap Core E (GSC)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Horizon Family Wealth

Top funds holding Spdr Ser Tr

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

View all funds holding Spdr Ser Tr