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Spdr Ser Tr shrt trsry etf shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth 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 Sax Wealth Advisors 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $469k 16k 29.32
2025-06-30 $494k 17k 29.29

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View all positions for Sax Wealth Advisors

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