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Spdr Ser Tr shrt trsry etf shares owned by Marshall Financial Group

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

Historical chart of Marshall Financial Group 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 Marshall Financial Group 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 Marshall Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $523k 18k 28.92
2023-12-31 $551k 19k 29.05
2023-09-30 $576k 20k 28.72
2023-06-30 $552k 19k 28.79
2023-03-31 $306k 11k 29.23

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Top funds holding Spdr Ser Tr shrt trsry etf

Fisher Investments
Municipal Employees' Retirement System of Michigan
LPL Financial
GLOBALT Investments LLC / GA
Royal Bank of Canada
Bank of America Corporation
Envestnet Asset Management
UBS Group
GM Advisory
HPM Partners
Morgan Stanley
Wells Fargo & Company
Private Advisor
CWM
Crane Advisory

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