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Spdr Ser Tr shares owned by Long Run Wealth Advisors

Quarter-by-quarter ownership of Spdr Ser Tr (BILS) shares owned by Long Run Wealth Advisors from 13F filings

Historical chart of Long Run Wealth Advisors investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Ser Tr by Long Run Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.8M 49k 99.15
2024-09-30 $2.5M 25k 99.58
2024-06-30 $1.5M 16k 99.37
2024-03-31 $1.5M 16k 99.42

More positions owned by Long Run Wealth Advisors

Ishares Tr Usd Inv Grde Etf (USIG)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Eafe Value Etf (EFV)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Core Msci Emkt (IEMG)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Financial (XLF)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Indl (XLI)
Apple (AAPL)
Select Sector Spdr Tr Communication (XLC)

View all positions for Long Run Wealth Advisors

Top funds holding Spdr Ser Tr

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

View all funds holding Spdr Ser Tr