Blodgett Wealth Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Blodgett Wealth Advisors’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
2023 Q3	–	Sell	-19,721	Closed	-$568K	–	66
2023 Q2	$568K	Hold	19,721	–	–	0.59%	33
2023 Q1	$576K	Hold	19,721	–	–	0.67%	34
2022 Q4	$570K	Hold	19,721	–	–	0.69%	32
2022 Q3	$570K	Hold	19,721	–	–	0.68%	32
2022 Q2	$581K	Hold	19,721	–	–	0.64%	34
2022 Q1	$585K	Hold	19,721	–	–	0.49%	42
2021 Q4	$600K	Buy	+19,721	New	+$602K	0.47%	47

Other funds holding SPTS

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RBA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Blodgett Wealth Advisors's SPTS Position: Q3 2023 in Review

Blodgett Wealth Advisors sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q3 2023, closing a stake of 19,721 shares — an estimated $568K sold.

Blodgett Wealth Advisors first reported a position in SPTS in Q4 2021 and held it in 7 quarters. The position peaked at $600K in Q4 2021. 330 funds tracked by Wall St. Rank hold SPTS as of Q3 2023.

Blodgett Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
Blodgett Wealth Advisors sold 19,721 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2023, an estimated $568K.
Blodgett Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2021 and held it in 7 quarters.
Blodgett Wealth Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $600K in Q4 2021.
330 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2023.

Based on Blodgett Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.