Modern Wealth Management, LLC
Position in SPTS — State Street(R) SPDR(R) Portfolio Short Term Treasury ETF
CIK 2001900
KANSAS CITY, MO
All Filings in SPTS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SPTS | $60,274,761 | 2,065,619 | Shares | Other | 2026-05-14 | |
| 2025-12-31 SPTS | $53,645,029 | 1,832,139 | Shares | Other | 2026-02-17 | |
| 2025-09-30 SPTS | $51,189,171 | 1,745,879 | Shares | Other | 2025-11-12 | |
| 2025-06-30 SPTS | $29,238,039 | 998,226 | Shares | Other | 2025-11-12 | |
| 2025-03-31 SPTS | $10,610,055 | 362,861 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 SPTS | $9,396,397 | 323,902 | Shares | Sole | 2025-05-30 | |
| 2024-09-30 SPTS | $2,062,905 | 70,143 | Shares | Sole | 2025-05-30 | |
| 2024-06-30 SPTS | $1,978,403 | 68,528 | Shares | Sole | 2025-05-29 | |
| 2024-03-31 SPTS | $2,148,582 | 74,294 | Shares | Sole | 2025-05-29 | |
| 2023-12-31 SPTS | $2,199,171 | 75,703 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||