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Spdr Ser Tr shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Ser Tr by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.8k 38 99.42
2025-03-31 $3.8k 38 99.24
2024-12-31 $1.8k 18 99.17

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Ishares Gold Trust Etf (IAU)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

Top funds holding Spdr Ser Tr

LPL Financial
CWM
Miller Investment Management
Ameriprise Financial
Wells Fargo & Company
Bell State Bank and Trust
Advisor Group Holdings
Sargent Investment Group
Kovitz Investment Group Partners
Royal Bank of Canada
UBS Group
Pecaut & Co.
Cetera Investment Advisers
Commonwealth Equity Services
Envestnet Asset Management

View all funds holding Spdr Ser Tr