Advocacy Wealth Management Services’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Advocacy Wealth Management Services’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
2024 Q2	–	Sell	-8,919	Closed	-$258K	–	55
2024 Q1	$258K	Sell	8,919 -6,557	-42%	-$190K	0.02%	54
2023 Q4	$450K	Buy	15,476 +1,699	+12%	+$48.9K	0.04%	47
2023 Q3	$396K	Hold	13,777	–	–	0.04%	33
2023 Q2	$397K	Sell	13,777 -5,332	-28%	-$155K	0.05%	32
2023 Q1	$559K	Buy	19,109 +775	+4%	+$22.5K	0.07%	31
2022 Q4	$530K	Sell	18,334 -2,877	-14%	-$83.1K	0.07%	33
2022 Q3	$614K	Buy	+21,211	New	+$621K	0.09%	29

Other funds holding SPTS

MERSOM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Advocacy Wealth Management Services's SPTS Position: Q2 2024 in Review

Advocacy Wealth Management Services sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2024, closing a stake of 8,919 shares — an estimated $258K sold.

Advocacy Wealth Management Services first reported a position in SPTS in Q3 2022 and held it in 7 quarters. The position peaked at $614K in Q3 2022. 361 funds tracked by Wall St. Rank hold SPTS as of Q2 2024.

Advocacy Wealth Management Services reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
Advocacy Wealth Management Services sold 8,919 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2024, an estimated $258K.
Advocacy Wealth Management Services first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2022 and held it in 7 quarters.
Advocacy Wealth Management Services's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $614K in Q3 2022.
361 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2024.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2024, filed 10 Jul 2024.