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Spdr Ser Tr shrt trsry etf shares owned by Sequent Planning

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

Historical chart of Sequent Planning 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 Sequent Planning 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.0M 35k 28.75
2024-03-31 $1.0M 35k 28.92

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First Tr Exchange-traded Vest Gold Strtgy (BGLD)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)

View all positions for Sequent Planning

Top funds holding Spdr Ser Tr shrt trsry etf

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

View all funds holding Spdr Ser Tr shrt trsry etf