Cardinal Strategic Wealth Guidance’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Cardinal Strategic Wealth Guidance’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	-9,892	Closed	-$287K	–	67
2023 Q4	$287K	Buy	9,892 +1,752	+22%	+$50.5K	0.11%	54
2023 Q3	$234K	Hold	8,140	–	–	0.11%	57
2023 Q2	$234K	Hold	8,140	–	–	0.1%	57
2023 Q1	$238K	Buy	8,140 +754	+10%	+$21.9K	0.11%	57
2022 Q4	$213K	Sell	7,386 -2,635	-26%	-$76.1K	0.1%	66
2022 Q3	$290K	Buy	10,021 +102	+1%	+$2.99K	0.15%	49
2022 Q2	$292K	Buy	+9,919	New	+$293K	0.15%	52

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's SPTS Position: Q1 2024 in Review

Cardinal Strategic Wealth Guidance sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2024, closing a stake of 9,892 shares — an estimated $287K sold.

Cardinal Strategic Wealth Guidance first reported a position in SPTS in Q2 2022 and held it in 7 quarters. The position peaked at $292K in Q2 2022. 345 funds tracked by Wall St. Rank hold SPTS as of Q1 2024.

Cardinal Strategic Wealth Guidance reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 9,892 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2024, an estimated $287K.
Cardinal Strategic Wealth Guidance first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2022 and held it in 7 quarters.
Cardinal Strategic Wealth Guidance's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $292K in Q2 2022.
345 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2024.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2024, filed 25 Apr 2024.