Strategic Financial Concepts »

Spdr Ser Tr shrt trsry etf shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Ser Tr shrt trsry etf by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 94k 28.92
2023-12-31 $1.7M 59k 29.05
2023-09-30 $4.3M 149k 28.72
2023-06-30 $2.4M 84k 28.79
2023-03-31 $2.0M 68k 29.23

More positions owned by Strategic Financial Concepts

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Procter & Gamble Company (PG)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 0-3 Mnth Treasry (SGOV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Strategic Financial Concepts

Top funds holding Spdr Ser Tr shrt trsry etf

Fisher Investments
Municipal Employees' Retirement System of Michigan
Royal Bank of Canada
Bank of America Corporation
RiverFront Investment Group
GLOBALT Investments LLC / GA
Private Advisor
UBS Group
GM Advisory
HPM Partners
Branch Banking & Trust Company
CWM
Crane Advisory
Cobblestone Capital Advisors
Wells Fargo & Company

View all funds holding Spdr Ser Tr shrt trsry etf