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

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

Historical chart of Centric Wealth Management investment in Spdr Ser Tr shrt trsry etf

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All positions including Spdr Ser Tr shrt trsry etf held by Centric 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 Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 168k 29.33
2025-06-30 $4.9M 169k 29.21
2025-03-31 $15M 526k 29.24
2024-12-31 $1.3M 44k 29.01
2024-09-30 $4.3M 149k 28.99

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Hartford Fds Exchange Traded Strategic Income (HFSI)
UnitedHealth (UNH)
Microsoft Corporation (MSFT)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Ishares Tr Ibonds Dec 2030 (IBDV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Advanced Micro Devices (AMD)

View all positions for Centric Wealth Management

Top funds holding Spdr Ser Tr shrt trsry etf

Municipal Employees' Retirement System of Michigan
State Street Corporation
LPL Financial
Richard Bernstein Advisors
Envestnet Asset Management
GLOBALT Investments LLC / GA
Ameriprise Financial
MEMBERS Trust
Wells Fargo & Company
HPM Partners
Evermay Wealth Management
HighTower Advisors
Royal Bank of Canada
Putnam Fl Investment Management
GM Advisory

View all funds holding Spdr Ser Tr shrt trsry etf