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Spdr Ser Tr shares owned by Sugarloaf Wealth Management

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

Historical chart of Sugarloaf Wealth Management investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Ser Tr by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $137k 1.4k 99.58
2024-06-30 $137k 1.4k 99.37
2024-03-31 $137k 1.4k 99.42

More positions owned by Sugarloaf Wealth Management

Aptus Defined Risk Etf Etf (DRSK)
Aptus Collared Investment Opportunity Etf Etf (ACIO)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Aptus Enhanced Yield Etf Etf (JUCY)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Opus Small Cap Value Etf Etf (OSCV)
Aptus International Enhanced Yield Etf (IDUB)
Invesco Etf Trust S&p 500 Equal Weight Etf (RSP)
Aptus Large Cap Enhanced Yield Etf Etf (DUBS)
Apple Stock (AAPL)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Vanguard Total Bond Market Etf Etf (BND)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Home Depot Stock (HD)
Microsoft Stock (MSFT)

View all positions for Sugarloaf Wealth Management

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