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Spdr Ser Tr shrt trsry etf shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management 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 Modern Wealth Management 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 70k 29.41
2024-03-31 $2.1M 74k 28.76

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Ishares Tr 0-5 Yr Tips Etf (STIP)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Spdr Ser Tr shrt trsry etf

Municipal Employees' Retirement System of Michigan
Richard Bernstein Advisors
State Street Corporation
GLOBALT Investments LLC / GA
Bank of America Corporation
Envestnet Asset Management
LPL Financial
Royal Bank of Canada
HPM Partners
Morgan Stanley
GM Advisory
Merit Financial Group
HighTower Advisors
CWM
Wells Fargo & Company

View all funds holding Spdr Ser Tr shrt trsry etf