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

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

Historical chart of JGP 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 JGP 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 JGP Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $291k 10k 28.92
2023-12-31 $334k 12k 29.05

More positions owned by JGP Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Kla Corp Com New (KLAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
JPMorgan Chase & Co. (JPM)
Automatic Data Processing (ADP)
PNC Financial Services (PNC)
Comcast Corp Cl A (CMCSA)
Amgen (AMGN)
Analog Devices (ADI)
Pool Corporation (POOL)
Intuit (INTU)
W.W. Grainger (GWW)
Johnson & Johnson (JNJ)
Tractor Supply Company (TSCO)

View all positions for JGP 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