Spdr Ser Tr shrt trsry etf shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Spdr Ser Tr shrt trsry etf (SPTS) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Spdr Ser Tr shrt trsry etf
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Quarterly reported holdings in Spdr Ser Tr shrt trsry etf by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $24M | 798k | 29.41 |
| 2024-06-30 | $23M | 791k | 28.87 |
| 2024-03-31 | $23M | 778k | 28.92 |
| 2023-12-31 | $21M | 720k | 29.05 |
| 2022-06-30 | $204k | 6.9k | 29.51 |
| 2022-03-31 | $239k | 8.0k | 29.71 |
| 2021-12-31 | $245k | 8.0k | 30.45 |
| 2021-09-30 | $252k | 8.2k | 30.65 |
| 2021-06-30 | $252k | 8.2k | 30.65 |
| 2021-03-31 | $252k | 8.2k | 30.65 |
| 2020-12-31 | $483k | 16k | 30.74 |
| 2020-09-30 | $483k | 16k | 30.71 |
| 2020-06-30 | $500k | 16k | 30.74 |
| 2020-03-31 | $552k | 18k | 30.69 |
| 2019-12-31 | $10M | 345k | 29.96 |