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
Tip: Access up to 7 years of quarterly data
All positions including Spdr Ser Tr shrt trsry etf held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr Ser Tr shrt trsry etf by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |