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Spdr Ser Tr shrt trsry etf shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks Advisors 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 Lifeworks Advisors 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 54k 29.05
2023-09-30 $1.2M 43k 28.72
2023-06-30 $225k 7.8k 28.79
2023-03-31 $1.0M 35k 29.23
2022-12-31 $933k 32k 28.89
2022-09-30 $851k 30k 28.83
2022-06-30 $522k 18k 29.47
2022-03-31 $387k 13k 29.66
2021-12-31 $386k 13k 30.46