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Spdr Ser Tr shares owned by Patten

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

Historical chart of Patten investment in Spdr Ser Tr

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All positions including Spdr Ser Tr held by Patten consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Patten

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 12k 99.52
2025-06-30 $1.3M 13k 99.43
2025-03-31 $924k 9.3k 99.49
2024-12-31 $933k 9.4k 99.15

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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View all positions for Patten

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