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Spdr Ser Tr shares owned by Waldron

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

Historical chart of Waldron investment in Spdr Ser Tr

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

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Quarterly reported holdings in Spdr Ser Tr by Waldron

Quarter filed Position value Share count Share price at filing
2023-12-31 $20M 198k 99.12
2023-09-30 $22M 223k 99.43
2023-06-30 $23M 226k 99.46
2023-03-31 $23M 231k 99.61

More positions owned by Waldron

iShares Russell 1000 Growth Index (IWF)
Ishares Core Intl Stock Etf core (IXUS)
Vanguard Value ETF (VTV)
iShares Russell 1000 Value Index (IWD)
Vanguard Growth ETF (VUG)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL)
Spdr S&p 500 Etf (SPY)
Vanguard Scottsdale Fds vng rus1000grw (VONG)
iShares Russell 2000 Value Index (IWN)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
iShares S&P Global Infrastructure Index (IGF)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Waldron

Top funds holding Spdr Ser Tr

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

View all funds holding Spdr Ser Tr