Spdr Ser Tr shrt trsry etf shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Spdr Ser Tr shrt trsry etf (SPTS) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Spdr Ser Tr shrt trsry etf
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Quarterly reported holdings in Spdr Ser Tr shrt trsry etf by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $4.3M | 150k | 28.87 |
| 2024-03-31 | $3.9M | 134k | 28.92 |
| 2023-09-30 | $2.7M | 96k | 28.72 |
| 2023-06-30 | $552k | 19k | 28.79 |
| 2023-03-31 | $518k | 18k | 29.20 |
| 2022-12-31 | $452k | 16k | 28.88 |
| 2022-09-30 | $289k | 10k | 28.94 |
| 2022-06-30 | $219k | 7.4k | 29.50 |
| 2022-03-31 | $981k | 33k | 29.64 |
| 2021-12-31 | $270k | 8.9k | 30.43 |
| 2021-09-30 | $283k | 9.2k | 30.60 |
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