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

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

Historical chart of Napa Wealth Management investment in Spdr Ser Tr shrt trsry etf

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All positions including Spdr Ser Tr shrt trsry etf held by Napa 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 Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 151k 29.41
2024-06-30 $4.3M 150k 28.87
2024-03-31 $2.8M 96k 28.92

More positions owned by Napa Wealth Management

Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Apple (AAPL)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Eli Lilly & Co. (LLY)
NVIDIA Corporation (NVDA)
UnitedHealth (UNH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Hercules Technology Growth Capital (HTGC)

View all positions for Napa Wealth Management

Top funds holding Spdr Ser Tr shrt trsry etf

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

View all funds holding Spdr Ser Tr shrt trsry etf