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Spdr Ser Tr shrt trsry etf shares owned by Summit Financial

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

Historical chart of Summit 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 Summit 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $14M 476k 29.18
2025-12-31 $382k 13k 29.28
2025-09-30 $380k 13k 29.32
2025-06-30 $390k 13k 29.29
2025-03-31 $386k 13k 29.24
2023-03-31 $451k 15k 29.23
2022-12-31 $834k 29k 28.89
2022-09-30 $768k 27k 28.91