KCS Wealth Advisory »

Spdr Ser Tr shrt trsry etf shares owned by KCS Wealth Advisory

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

Historical chart of KCS Wealth Advisory 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 KCS Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Ser Tr shrt trsry etf by KCS Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-09-30 $302k 11k 28.72
2023-06-30 $361k 13k 28.79
2023-03-31 $274k 9.4k 29.23
2022-12-31 $275k 9.5k 28.89
2022-09-30 $4.3M 149k 28.91
2022-06-30 $2.4M 80k 29.45