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Spdr Ser Tr shares owned by Sound Financial Strategies Group

Quarter-by-quarter ownership of Spdr Ser Tr (BILS) shares owned by Sound Financial Strategies Group from 13F filings

Historical chart of Sound Financial Strategies Group investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Sound Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $671k 6.7k 99.58
2024-06-30 $670k 6.7k 99.37
2024-03-31 $693k 7.0k 99.42
2023-12-31 $716k 7.2k 99.12
2023-09-30 $1.1M 11k 99.43
2023-06-30 $2.9M 29k 99.46
2023-03-31 $870k 8.7k 99.61

More positions owned by Sound Financial Strategies Group

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Tidal Tr Ii Blueprint Chesap (TFPN)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Kraneshares Trust Mount Lucas Etf (KMLM)
Timothy Plan Intl Etf (TPIF)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Timothy Plan U S Sm Cp Core (TPSC)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Proshares Tr S&p 500 Dv Arist (NOBL)
AFLAC Incorporated (AFL)
Timothy Plan Us Lrgmd Cp Core (TPLC)
Timothy Plan Hig Dv Stk Etf (TPHD)
C H Robinson Worldwide Com New (CHRW)

View all positions for Sound Financial Strategies Group

Top funds holding Spdr Ser Tr

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

View all funds holding Spdr Ser Tr