Magnolia Private Wealth »

Spdr Ser Tr shares owned by Magnolia Private Wealth

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

Historical chart of Magnolia Private Wealth investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Magnolia Private 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 Magnolia Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 19k 99.52
2025-06-30 $2.6M 26k 99.43
2025-03-31 $4.3M 43k 99.49

More positions owned by Magnolia Private Wealth

Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Simplify Short Term Treasury Futures Strategy Etf Etf (TUA)
Wisdomtree Efficient Gold Plus Equity Strategy Fund Etf (GDE)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Apple Stock (AAPL)
Simplify Intermediate Term Treasury Futures Strategy Etf Etf (TYA)
Microsoft Corp Stock (MSFT)
Avantis All Equity Markets Etf Etf (AVGE)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Dimensional International Core Equity Market Etf Etf (DFAI)
Return Stacked U.s. Stocks & Managed Futures Etf Etf (RSST)
Ishares Core S&p 500 Etf Etf (IVV)

View all positions for Magnolia Private Wealth

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