Simplicity Wealth,LLC
Position in SPTB — State Street(R) SPDR(R) Portfolio Treasury ETF
CIK 1913243
SUMMIT, NJ
All Filings in SPTB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SPTB | $448,860 | 14,831 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 SPTB | $452,936 | 14,887 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 SPTB | $438,970 | 14,337 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 SPTB | $859,372 | 28,178 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 SPTB | $399,336 | 13,069 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||