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Spdr Ser Tr shares owned by Procyon Private Wealth Partners

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

Historical chart of Procyon Private Wealth Partners investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Procyon Private 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 Procyon Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.7M 77k 99.22
2025-09-30 $8.0M 80k 99.52

More positions owned by Procyon Private Wealth Partners

Vanguard World Mega Cap Index (MGC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Series Trust State Street Spd (SPBO)
Microsoft Corporation (MSFT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
American Centy Etf Tr Us Quality Grow (QGRO)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Procyon Private Wealth Partners

Top funds holding Spdr Ser Tr

LPL Financial
CWM
Ameriprise Financial
Miller Investment Management
Wells Fargo & Company
Advisor Group Holdings
Sargent Investment Group
Bell State Bank and Trust
Commonwealth Equity Services
Royal Bank of Canada
Pecaut & Co.
Raymond James Financial
UBS Group
Envestnet Asset Management
Ashton Thomas Private Wealth

View all funds holding Spdr Ser Tr