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Spdr Ser Tr shares owned by Stapp Wealth Management, P

Quarter-by-quarter ownership of Spdr Ser Tr (BILS) shares owned by Stapp Wealth Management, P from 13F filings

Historical chart of Stapp Wealth Management, P investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Stapp Wealth Management, P consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Stapp Wealth Management, P

Quarter filed Position value Share count Share price at filing
2024-03-31 $386k 3.9k 99.42
2023-12-31 $385k 3.9k 99.12
2023-09-30 $386k 3.9k 99.43
2023-06-30 $395k 4.0k 99.46
2022-12-31 $6.2M 63k 99.30
2022-09-30 $5.9M 59k 99.60

More positions owned by Stapp Wealth Management, P

Wisdomtree Tr Floatng Rat Trea (USFR)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
World Gold Tr Spdr Gld Minis (GLDM)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
Tidal Tr Ii Blueprint Chesap (TFPN)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
Vanguard World Financials Etf (VFH)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard World Comm Srvc Etf (VOX)
Vanguard World Utilities Etf (VPU)
Vanguard World Health Car Etf (VHT)
Occidental Petroleum Corporation (OXY)
Spdr Ser Tr Aerospace Def (XAR)
Ishares Silver Tr Ishares (SLV)
Spdr Ser Tr Bloomberg 3-12 M (BILS)

View all positions for Stapp Wealth Management, P

Top funds holding Spdr Ser Tr

Bank of America Corporation
CWM
Advisor Group Holdings
Partners Capital Investment Group
Coldstream Capital Management
Sargent Investment Group
Royal Bank of Canada
Proficio Capital Partners
Fortis Group Advisors
Commonwealth Equity Services
Altiora Financial Group
Pecaut & Co.
Branch Banking & Trust Company
Waldron
Napa Wealth Management

View all funds holding Spdr Ser Tr