WCG Wealth Advisors »

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

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

Historical chart of WCG 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 WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Ser Tr shrt trsry etf by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $329k 11k 29.01

More positions owned by WCG Wealth Advisors

Dbx Etf Tr Xtrackers S&p (SNPE)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Apple (AAPL)
Microsoft Corporation (MSFT)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Total Return Etf totl (BOND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Spdr Index Shares Funds Portfolio Emg Mk Etf Cl A (SPEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG Wealth Advisors

Top funds holding Spdr Ser Tr shrt trsry etf

Fisher Investments
Municipal Employees' Retirement System of Michigan
Royal Bank of Canada
GLOBALT Investments LLC / GA
Bank of America Corporation
UBS Group
GM Advisory
HPM Partners
Branch Banking & Trust Company
Private Advisor
CWM
Crane Advisory
Wells Fargo & Company
Advisor Group Holdings
AE Wealth Management

View all funds holding Spdr Ser Tr shrt trsry etf