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Spdr Ser Tr shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Spdr Ser Tr (BILS) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5M 15k 99.44
2025-06-30 $45k 452 99.34

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Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
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First Tr Exchange Traded Risng Divd Achiv (RDVY)
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Home Depot (HD)

View all positions for Mount Yale Investment Advisors

Top funds holding Spdr Ser Tr

LPL Financial
CWM
Ameriprise Financial
Bank of America Corporation
Miller Investment Management
Wells Fargo & Company
Advisor Group Holdings
Bell State Bank and Trust
Sargent Investment Group
Morgan Stanley
Raymond James Financial
Envestnet Asset Management
UBS Group
Ashton Thomas Private Wealth
Marshall Financial Group

View all funds holding Spdr Ser Tr