ACP
SPTS icon

Aveo Capital Partners’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Aveo Capital 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
2024
Q1 		– Sell
-6,907
Closed -$201K – 384
2023
Q4 		$201K Sell
6,907
-14,905
-68% -$429K 0.02% 332
2023
Q3 		$626K Sell
21,812
-314
-1% -$9.02K 0.08% 172
2023
Q2 		$637K Buy
22,126
+15
+0.1% +$436 0.08% 172
2023
Q1 		$646K Sell
22,111
-6,472
-23% -$188K 0.09% 157
2022
Q4 		$826K Buy
+28,583
New +$826K 0.12% 131
2021
Q4 		– Sell
-18,840
Closed -$577K – 293
2021
Q3 		$577K Buy
18,840
+190
+1% +$5.83K 0.12% 147
2021
Q2 		$571K Buy
+18,650
New +$572K 0.13% 150
2020
Q1 		– Sell
-39,024
Closed -$1.17M – 194
2019
Q4 		$1.17M Sell
39,024
-34,161
-47% -$1.02M 0.46% 61
2019
Q3 		$2.19M Sell
73,185
-120,793
-62% -$3.62M 0.91% 31
2019
Q2 		$5.81M Buy
+193,978
New +$5.78M 2.52% 5

Other funds holding SPTS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return