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AFWM
AMJ Financial Wealth Management’s
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
Stock Holding History
AMJ Financial Wealth Management’s Portfolio
SPTS Stock Details
SPTS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-21,549
Closed
-$631K
–
101
2025
Q2
$631K
Buy
+21,549
New
+$629K
0.16%
60
2024
Q2
–
Sell
-9,281
Closed
-$268K
–
83
2024
Q1
$268K
Sell
9,281
-2,647
-22%
-$76.7K
0.09%
69
2023
Q4
$346K
Sell
11,928
-15,254
-56%
-$439K
0.15%
60
2023
Q3
$781K
Sell
27,182
-7,478
-22%
-$215K
0.36%
43
2023
Q2
$998K
Sell
34,660
-523,519
-94%
-$15.2M
0.44%
44
2023
Q1
$16.3M
Buy
558,179
+539,132
+2,831%
+$15.6M
10.5%
1
2022
Q4
$550K
Sell
19,047
-178
-0.9%
-$5.14K
0.33%
36
2022
Q3
$556K
Sell
19,225
-1,033
-5%
-$30.3K
0.36%
35
2022
Q2
$597K
Buy
20,258
+798
+4%
+$23.6K
0.5%
32
2022
Q1
$577K
Sell
19,460
-150
-0.8%
-$4.51K
0.23%
54
2021
Q4
$597K
Buy
19,610
+7,978
+69%
+$243K
0.22%
59
2021
Q3
$356K
Sell
11,632
-12,347
-51%
-$379K
0.15%
75
2021
Q2
$735K
Buy
23,979
+11,873
+98%
+$364K
0.32%
54
2021
Q1
$371K
Sell
12,106
-2,018
-14%
-$61.9K
0.18%
63
2020
Q4
$434K
Sell
14,124
-206,978
-94%
-$6.35M
0.22%
63
2020
Q3
$6.79M
Buy
221,102
+195,007
+747%
+$5.99M
4%
3
2020
Q2
$802K
Sell
26,095
-284,689
-92%
-$8.74M
0.55%
38
2020
Q1
$9.55M
Buy
310,784
+181,284
+140%
+$5.48M
16.57%
1
2019
Q4
$3.88M
Buy
+129,500
New
+$3.88M
2.73%
15
Other funds holding SPTS
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing, Michigan
$8.81B AUM
10.88%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
RBA
Richard Bernstein Advisors
New York
$3.45B AUM
16.24%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
GI
GLOBALT Investments
Atlanta, Georgia
$2.8B AUM
21.13%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Members Trust
Tampa, Florida
$3.01B AUM
10.24%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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