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Ssga Active Etf Tr ult sht trm bd shares owned by OakTrust Wealth Advisors

Quarter-by-quarter ownership of Ssga Active Etf Tr ult sht trm bd (ULST) shares owned by OakTrust Wealth Advisors from 13F filings

Historical chart of OakTrust Wealth Advisors investment in Ssga Active Etf Tr ult sht trm bd

Tip: Access up to 7 years of quarterly data

All positions including Ssga Active Etf Tr ult sht trm bd held by OakTrust Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ssga Active Etf Tr ult sht trm bd by OakTrust Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $551k 14k 40.51

More positions owned by OakTrust Wealth Advisors

Spdr Series Trust State Street Spd (SPTS)
Ishares U S Etf Tr Short Duration B (NEAR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (BILS)
First Tr Exchange-traded Smid Risng Etf (SDVY)

View all positions for OakTrust Wealth Advisors

Top funds holding Ssga Active Etf Tr ult sht trm bd

CWM
LPL Financial
Ptm Wealth Management
Avestar Capital
BIP Wealth
AQR Capital Management
Raymond James Financial
Ieq Capital
ORBA Wealth Advisors
Wealth Enhancement Advisory Services
Verus Capital Partners
David Kennon
WT Wealth Management
Moloney Securities Asset Management
BridgePort Financial Solutions

View all funds holding Ssga Active Etf Tr ult sht trm bd