Accurate Investment Solutions’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Accurate Investment Solutions’s Portfolio SPTS Stock Details SPTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-305	Closed	-$9K	–	340
2020 Q1	$9K	Hold	305	–	–	0.01%	300
2019 Q4	$9K	Buy	305 +1	+0.3%	+$30	0.01%	304
2019 Q3	$9K	Buy	304 +1	+0.3%	+$30	0.01%	244
2019 Q2	$9K	Sell	303 -43	-12%	-$1.28K	0.01%	240
2019 Q1	$10K	Buy	+346	New	+$10.3K	0.01%	217

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return

Accurate Investment Solutions's SPTS Position: Q2 2020 in Review

Accurate Investment Solutions sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2020, closing a stake of 305 shares — an estimated $9K sold.

Accurate Investment Solutions first reported a position in SPTS in Q1 2019 and held it in 5 quarters. The position peaked at $10K in Q1 2019. 235 funds tracked by Wall St. Rank hold SPTS as of Q2 2020.

Accurate Investment Solutions reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 305 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2020, an estimated $9K.
Accurate Investment Solutions first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2019 and held it in 5 quarters.
Accurate Investment Solutions's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $10K in Q1 2019.
235 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.