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Spdr Ser Tr shares owned by Principle Wealth Partners

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

Historical chart of Principle Wealth Partners investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Ser Tr by Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $311k 3.1k 99.52
2025-06-30 $310k 3.1k 99.43

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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
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Vaneck Etf Trust Semiconductr Etf (SMH)
McDonald's Corporation (MCD)

View all positions for Principle Wealth Partners

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