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Avantax Planning Partners’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-713
Closed -$21K – 1061
2018
Q3 		$21K Buy
+713
New +$21K ﹤0.01% 693

Other funds holding SPTS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Planning Partners's SPTS Position: Q4 2018 in Review

Avantax Planning Partners sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2018, closing a stake of 713 shares — an estimated $21K sold.

Avantax Planning Partners first reported a position in SPTS in Q3 2018 and held it in 1 quarter. The position peaked at $21K in Q3 2018. 120 funds tracked by Wall St. Rank hold SPTS as of Q4 2018.

  • Avantax Planning Partners reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 713 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2018, an estimated $21K.
  • Avantax Planning Partners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $21K in Q3 2018.
  • 120 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.