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Spdr Ser Tr shares owned by Nova R Wealth

Quarter-by-quarter ownership of Spdr Ser Tr (SPTB) shares owned by Nova R Wealth from 13F filings

Historical chart of Nova R Wealth investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Nova R Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Nova R Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 103k 30.62
2025-06-30 $3.5M 114k 30.50
2025-03-31 $3.7M 121k 30.56

More positions owned by Nova R Wealth

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Blackrock Health Sciences Trust (BME)
Intuitive Surgical Com New (ISRG)
American Centy Etf Tr Avantis All Eqt (AVGE)
Ishares Tr U S Equity Factr (LRGF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust Portfolio Treasu (SPTB)

View all positions for Nova R Wealth

Top funds holding Spdr Ser Tr

GLOBALT Investments LLC / GA
D. J. St. Germain
Envestnet Asset Management
Kestra Private Wealth Services
Branch Banking & Trust Company
Nova R Wealth
Synovus Financial Corp.
3EDGE Asset Management
Cetera Investment Advisers
Citadel Advisors
Jane Street
Simplicity Wealth
Advisor Group Holdings
Tower Research Capital
Susquehanna International

View all funds holding Spdr Ser Tr