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Spdr Ser Tr shares owned by Summit Investment Advisory Services

Quarter-by-quarter ownership of Spdr Ser Tr (BILS) shares owned by Summit Investment Advisory Services from 13F filings

Historical chart of Summit Investment Advisory Services investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Summit Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Summit Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 2.3k 99.43
2025-06-30 $225k 2.3k 99.43
2025-03-31 $250k 2.5k 99.49
2024-12-31 $250k 2.5k 99.15

More positions owned by Summit Investment Advisory Services

Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Franklin Templeton Etf Tr Income Focus Etf (INCM)
Ishares Tr Core Div Grwth (DGRO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Fidelity Covington Trust Enhanced Small (FESM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Summit Investment Advisory Services

Top funds holding Spdr Ser Tr

LPL Financial
CWM
Miller Investment Management
Ameriprise Financial
Wells Fargo & Company
Advisor Group Holdings
Sargent Investment Group
Kovitz Investment Group Partners
Bell State Bank and Trust
Royal Bank of Canada
Pecaut & Co.
UBS Group
Cetera Investment Advisers
Commonwealth Equity Services
Envestnet Asset Management

View all funds holding Spdr Ser Tr