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

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

Historical chart of Principia 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 Principia Wealth Advisory 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 Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-03-31 $9.5M 324k 29.17
2024-12-31 $28k 949 29.01

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Ishares Short Treasury Bond Etf Etf (SHV)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

Top funds holding Spdr Ser Tr shrt trsry etf

Municipal Employees' Retirement System of Michigan
State Street Corporation
LPL Financial
Richard Bernstein Advisors
Envestnet Asset Management
GLOBALT Investments LLC / GA
Ameriprise Financial
MEMBERS Trust
Wells Fargo & Company
HPM Partners
Evermay Wealth Management
HighTower Advisors
Royal Bank of Canada
Putnam Fl Investment Management
GM Advisory

View all funds holding Spdr Ser Tr shrt trsry etf