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Spdr Ser Tr shares owned by Sightline Wealth Advisors

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

Historical chart of Sightline Wealth Advisors investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Ser Tr by Sightline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $351k 3.5k 99.14
2024-09-30 $355k 3.6k 99.58
2024-06-30 $1.0M 10k 99.37
2024-03-31 $1.7M 17k 99.42

More positions owned by Sightline Wealth Advisors

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Total (IXUS)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)

View all positions for Sightline Wealth Advisors

Top funds holding Spdr Ser Tr

LPL Financial
CWM
Bank of America Corporation
Miller Investment Management
Partners Capital Investment Group
Advisor Group Holdings
Renaissance Technologies
Coldstream Capital Management
Sargent Investment Group
Proficio Capital Partners
Ameriprise Financial
Commonwealth Equity Services
Bell State Bank and Trust
Integrated Wealth Concepts
Royal Bank of Canada

View all funds holding Spdr Ser Tr