Spdr Ser Tr shrt trsry etf shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Spdr Ser Tr shrt trsry etf (SPTS) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks 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 Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Spdr Ser Tr shrt trsry etf by Lifeworks Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $952k | 32k | 29.41 |
2024-06-30 | $1.1M | 37k | 28.87 |
2024-03-31 | $1.3M | 44k | 28.92 |
2023-12-31 | $1.6M | 54k | 29.05 |
2023-09-30 | $1.2M | 43k | 28.72 |
2023-06-30 | $225k | 7.8k | 28.79 |
2023-03-31 | $1.0M | 35k | 29.23 |
2022-12-31 | $933k | 32k | 28.89 |
2022-09-30 | $851k | 30k | 28.83 |
2022-06-30 | $522k | 18k | 29.47 |
2022-03-31 | $387k | 13k | 29.66 |
2021-12-31 | $386k | 13k | 30.46 |