BWM
SPTS icon

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

BCGM 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
2021
Q1 		– Sell
-11,319
Closed -$347K – 102
2020
Q4 		$347K Buy
+11,319
New +$347K 0.25% 66

Other funds holding SPTS

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MKA
M. Kulyk & Associates Decatur, Georgia $536M AUM 18.28% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return

BCGM Wealth Management's SPTS Position: Q1 2021 in Review

BCGM Wealth Management sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2021, closing a stake of 11,319 shares — an estimated $347K sold.

BCGM Wealth Management first reported a position in SPTS in Q4 2020 and held it in 1 quarter. The position peaked at $347K in Q4 2020. 238 funds tracked by Wall St. Rank hold SPTS as of Q1 2021.

  • BCGM Wealth Management reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • BCGM Wealth Management sold 11,319 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2021, an estimated $347K.
  • BCGM Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2020 and held it in 1 quarter.
  • BCGM Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $347K in Q4 2020.
  • 238 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2021.

Based on BCGM Wealth Management's 13F filing for Q1 2021, filed 21 Apr 2021.