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Spdr Ser Tr shares owned by Phil A. Younker & Associates

Quarter-by-quarter ownership of Spdr Ser Tr (BILS) shares owned by Phil A. Younker & Associates from 13F filings

Historical chart of Phil A. Younker & Associates investment in Spdr Ser Tr

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All positions including Spdr Ser Tr held by Phil A. Younker & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Phil A. Younker & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $930k 9.3k 99.52
2025-06-30 $942k 9.5k 99.43
2025-03-31 $943k 9.5k 99.49
2024-12-31 $689k 7.0k 99.15

More positions owned by Phil A. Younker & Associates

Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ssga Active Etf Tr Globl Allo Etf (GAL)
Ishares Tr Core 60/40 Balan (AOR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
British Amern Tob Sponsored Adr (BTI)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for Phil A. Younker & Associates

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