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

Clearview 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 Q1	–	Sell	-940	Closed	-$27.2K	–	706
2022 Q4	$27.2K	Sell	940 -620	-40%	-$17.9K	0.02%	213
2022 Q3	$45K	Sell	1,560 -890	-36%	-$26.1K	0.04%	174
2022 Q2	$72K	Sell	2,450 -4,090	-63%	-$121K	0.05%	151
2022 Q1	$194K	Sell	6,540 -35,409	-84%	-$1.06M	0.13%	88
2021 Q4	$1.28M	Sell	41,949 -25,144	-37%	-$767K	0.78%	28
2021 Q3	$2.06M	Sell	67,093 -23,259	-26%	-$713K	1.3%	17
2021 Q2	$2.77M	Sell	90,352 -25,184	-22%	-$772K	1.71%	11
2021 Q1	$3.54M	Sell	115,536 -11,762	-9%	-$361K	2.3%	8
2020 Q4	$3.91M	Buy	+127,298	New	+$3.91M	2.63%	9

Other funds holding SPTS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RBA

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

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

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

Clearview Wealth Advisors's SPTS Position: Q1 2023 in Review

Clearview Wealth Advisors sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2023, closing a stake of 940 shares — an estimated $27.2K sold.

Clearview Wealth Advisors first reported a position in SPTS in Q4 2020 and held it in 9 quarters. The position peaked at $3.91M in Q4 2020. 331 funds tracked by Wall St. Rank hold SPTS as of Q1 2023.

Clearview Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 940 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2023, an estimated $27.2K.
Clearview Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2020 and held it in 9 quarters.
Clearview Wealth Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $3.91M in Q4 2020.
331 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2023.

Based on Clearview Wealth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.