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Spdr Ser Tr shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Ser Tr by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $476k 4.8k 99.43
2023-06-30 $213k 2.1k 99.46
2023-03-31 $224k 2.3k 99.61

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Ishares Core Aggressive Allocation Etf Aggres Alloc Etf (AOA)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Aptus Enhanced Yield Etf Aptus Enhanced (JUCY)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Lehman 1-3 Month T-bill Etf Bloomberg 1-3 Mo (BIL)
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Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)
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Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Aptus Large Cap Enhanced Yield Etf Aptus Large Cap (DUBS)

View all positions for Waterloo Capital

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