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Spdr Ser Tr shrt trsry etf shares owned by WJ Wealth Management

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

Historical chart of WJ Wealth Management 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 WJ Wealth Management 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 WJ Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $262k 8.9k 29.41
2024-06-30 $911k 32k 28.87
2024-03-31 $1.1M 36k 28.92
2023-12-31 $1.3M 44k 29.05
2023-09-30 $2.5M 88k 28.72
2023-06-30 $2.6M 90k 28.79
2023-03-31 $1.9M 65k 29.23
2020-06-30 $5.0M 164k 30.74