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Spdr Ser Tr shrt trsry etf shares owned by KWB Wealth

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

Historical chart of KWB Wealth 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 KWB Wealth 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $208k 7.2k 29.05
2023-09-30 $1.4M 48k 28.79
2023-06-30 $1.4M 49k 28.79
2023-03-31 $1.5M 51k 28.89
2022-12-31 $1.5M 52k 28.89
2022-09-30 $1.7M 57k 28.91
2022-06-30 $1.8M 62k 29.45