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Spdr Ser Tr shares owned by Lake Street Advisors Group

Quarter-by-quarter ownership of Spdr Ser Tr (BILS) shares owned by Lake Street Advisors Group from 13F filings

Historical chart of Lake Street Advisors Group investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Ser Tr by Lake Street Advisors Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $11M 113k 99.43
2023-06-30 $5.1M 51k 99.46
2023-03-31 $5.6M 56k 99.61

More positions owned by Lake Street Advisors Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Scp Etf (IJR)
Brookfield Infrast Partners Lp Int Unit (BIP)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Lake Street Advisors Group

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