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Spdr Ser Tr shares owned by Laurel Oak Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr (BILS) shares owned by Laurel Oak Wealth Management from 13F filings

Historical chart of Laurel Oak Wealth Management investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Ser Tr by Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $533k 5.4k 99.44

More positions owned by Laurel Oak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard World Inf Tech Etf (VGT)

View all positions for Laurel Oak Wealth Management

Top funds holding Spdr Ser Tr

LPL Financial
CWM
Miller Investment Management
Ameriprise Financial
Wells Fargo & Company
Advisor Group Holdings
Bell State Bank and Trust
Sargent Investment Group
Raymond James Financial
Envestnet Asset Management
UBS Group
Ashton Thomas Private Wealth
Marshall Financial Group
Commonwealth Equity Services
One Day In July

View all funds holding Spdr Ser Tr