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CBIZ Investment Advisory Services’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

CBIZ Investment Advisory Services’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
Q3 		– Sell
-453
Closed -$13.1K – 431
2024
Q2 		$13.1K Buy
+453
New +$13K ﹤0.01% 233

Other funds holding SPTS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CBIZ Investment Advisory Services's SPTS Position: Q3 2024 in Review

CBIZ Investment Advisory Services sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q3 2024, closing a stake of 453 shares — an estimated $13.1K sold.

CBIZ Investment Advisory Services first reported a position in SPTS in Q2 2024 and held it in 1 quarter. The position peaked at $13.1K in Q2 2024. 379 funds tracked by Wall St. Rank hold SPTS as of Q3 2024.

  • CBIZ Investment Advisory Services reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 453 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2024, an estimated $13.1K.
  • CBIZ Investment Advisory Services first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2024 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $13.1K in Q2 2024.
  • 379 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2024, filed 12 Nov 2024.