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Spdr Ser Tr shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Ser Tr by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 17k 99.58

More positions owned by National Wealth Management Group

T Rowe Price Etf Price Blue Chip (TCHP)
T Rowe Price Etf Cap Appreciation (TCAF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Meta Platforms Cl A (META)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr Core Msci Intl (IDEV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for National Wealth Management Group

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