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Spdr Ser Tr shrt trsry etf shares owned by Strategic Financial

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

Historical chart of Strategic Financial 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 Strategic Financial 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 Strategic Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.6M 192k 29.05
2023-09-30 $5.6M 197k 28.72
2023-06-30 $5.7M 197k 28.79
2023-03-31 $5.6M 191k 29.23
2022-12-31 $3.4M 118k 28.89

More positions owned by Strategic Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ecolab (ECL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Strategic Financial

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
Ameriprise Financial
Envestnet Asset Management
LPL Financial
HPM Partners
Merit Financial Group
Royal Bank of Canada
UBS Group
Branch Banking & Trust Company
GM Advisory
CWM

View all funds holding Spdr Ser Tr shrt trsry etf