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

Atticus Wealth Management’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 Q3	–	Sell	-25	Closed	-$722	–	553
2024 Q2	$722	Sell	25 -259	-91%	-$7.45K	﹤0.01%	498
2024 Q1	$8.21K	Sell	284 -14	-5%	-$406	﹤0.01%	415
2023 Q4	$8.66K	Sell	298 -1,024	-77%	-$29.5K	﹤0.01%	419
2023 Q3	$38K	Sell	1,322 -1,268	-49%	-$36.4K	0.01%	277
2023 Q2	$74.6K	Sell	2,590 -24,459	-90%	-$711K	0.03%	210
2023 Q1	$791K	Buy	+27,049	New	+$785K	0.3%	50

Other funds holding SPTS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

RBA

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atticus Wealth Management's SPTS Position: Q3 2024 in Review

Atticus Wealth Management sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q3 2024, closing a stake of 25 shares — an estimated $722 sold.

Atticus Wealth Management first reported a position in SPTS in Q1 2023 and held it in 6 quarters. The position peaked at $791K in Q1 2023. 379 funds tracked by Wall St. Rank hold SPTS as of Q3 2024.

Atticus Wealth Management reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
Atticus Wealth Management sold 25 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2024, an estimated $722.
Atticus Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2023 and held it in 6 quarters.
Atticus Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $791K in Q1 2023.
379 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2024.

Based on Atticus Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.