Spdr Ser Tr fund shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Spdr Ser Tr fund (MMTM) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Spdr Ser Tr fund
Tip: Access up to 7 years of quarterly data
All positions including Spdr Ser Tr fund held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr Ser Tr fund by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $76k | 267 | 285.67 |
| 2025-06-30 | $71k | 267 | 266.59 |
| 2025-03-31 | $64k | 267 | 240.91 |
| 2024-12-31 | $70k | 267 | 260.31 |
| 2024-09-30 | $67k | 267 | 251.81 |
| 2024-06-30 | $65k | 267 | 242.92 |
| 2024-03-31 | $61k | 267 | 229.96 |
| 2023-12-31 | $54k | 267 | 202.10 |
| 2023-09-30 | $48k | 267 | 179.20 |
| 2023-06-30 | $50k | 267 | 185.52 |
| 2023-03-31 | $45k | 267 | 168.94 |
| 2022-12-31 | $45k | 267 | 167.16 |
| 2022-09-30 | $41k | 267 | 153.56 |
| 2022-06-30 | $43k | 267 | 161.05 |
| 2022-03-31 | $52k | 267 | 194.76 |
| 2021-12-31 | $54k | 267 | 202.25 |
| 2021-09-30 | $47k | 258 | 182.17 |