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Spdr Ser Tr shrt trsry etf shares owned by HHM Wealth Advisors

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

Historical chart of HHM Wealth Advisors investment in Spdr Ser Tr shrt trsry etf

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All positions including Spdr Ser Tr shrt trsry etf held by HHM Wealth Advisors 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 HHM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $23M 786k 28.87
2023-09-30 $9.6k 335 28.72
2023-06-30 $9.6k 335 28.79

More positions owned by HHM Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Pacer Fds Tr Pacer Us Small (CALF)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Fundamental Emer (FNDE)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Fundamental Intl (FNDF)
Microsoft Corporation (MSFT)

View all positions for HHM Wealth Advisors

Top funds holding Spdr Ser Tr shrt trsry etf

Municipal Employees' Retirement System of Michigan
State Street Corporation
Bank of America Corporation
LPL Financial
Envestnet Asset Management
GLOBALT Investments LLC / GA
Fisher Investments
Royal Bank of Canada
HPM Partners
Richard Bernstein Advisors
UBS Group
Morgan Stanley
GM Advisory
Evergreen Capital Management
HighTower Advisors

View all funds holding Spdr Ser Tr shrt trsry etf