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Spdr Ser Tr shares owned by Opal Wealth Advisors

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

Historical chart of Opal Wealth Advisors investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Opal 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 Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $303k 3.0k 99.58
2024-06-30 $269k 2.7k 99.37

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Select Sector Spdr Tr Indl (XLI)
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Microsoft Corporation (MSFT)
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View all positions for Opal Wealth Advisors

Top funds holding Spdr Ser Tr

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

View all funds holding Spdr Ser Tr