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Spdr Ser Tr shrt trsry etf shares owned by WorthPointe

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

Historical chart of WorthPointe 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 WorthPointe 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 WorthPointe

Quarter filed Position value Share count Share price at filing
2025-12-31 $16M 537k 29.28
2025-09-30 $3.0M 102k 29.32
2025-06-30 $1.3M 44k 29.29
2025-03-31 $755k 26k 29.24
2024-12-31 $410k 14k 29.01

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View all positions for WorthPointe

Top funds holding Spdr Ser Tr shrt trsry etf

Municipal Employees' Retirement System of Michigan
State Street Corporation
LPL Financial
Richard Bernstein Advisors
Envestnet Asset Management
GLOBALT Investments LLC / GA
Ameriprise Financial
MEMBERS Trust
HPM Partners
Evermay Wealth Management
Wells Fargo & Company
Putnam Fl Investment Management
Royal Bank of Canada
HighTower Advisors
Modern Wealth Management

View all funds holding Spdr Ser Tr shrt trsry etf