SPDR SER TR

Ticker: BIL CUSIP: 78468R663 Class: ETF

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,670 Value ($000) $519 Avg Close — Range —
Q3 2025
Shares 4,659 Value ($000) $426 Avg Close — Range —
Q2 2025
Shares 3,441 Value ($000) $315 Avg Close — Range —
Q1 2025
Shares 2,469 Value ($000) $226 Avg Close — Range —
Q4 2024
Shares 3,956 Value ($000) $362 Avg Close — Range —
Q3 2024
Shares 2,956 Value ($000) $271 Avg Close — Range —
Q2 2024
Shares 4,237 Value ($000) $388 Avg Close — Range —
Q1 2024
Shares 3,387 Value ($000) $310 Avg Close — Range —
Q4 2023
Shares 3,124 Value ($000) $286 Avg Close — Range —
Q3 2023
Shares 3,723 Value ($000) $341 Avg Close — Range —
Q2 2023
Shares 2,370 Value ($000) $218 Avg Close — Range —
Q1 2023
Shares 3,180 Value ($000) $291 Avg Close — Range —