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Spdr Ser Tr shrt trsry etf shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr shrt trsry etf (SPTS) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Spdr Ser Tr shrt trsry etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Ser Tr shrt trsry etf by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 74k 28.76

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Modern Wealth Management

Top funds holding Spdr Ser Tr shrt trsry etf

Fisher Investments
Municipal Employees' Retirement System of Michigan
LPL Financial
GLOBALT Investments LLC / GA
Royal Bank of Canada
Bank of America Corporation
Envestnet Asset Management
UBS Group
GM Advisory
HPM Partners
Morgan Stanley
Wells Fargo & Company
Private Advisor
CWM
Crane Advisory

View all funds holding Spdr Ser Tr shrt trsry etf