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

Dixon Hughes Goodman 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
2022 Q1	$904K	Sell	30,487 -3,980	-12%	-$120K	0.26%	63
2021 Q4	$1.05M	Buy	+34,467	New	+$1.05M	0.34%	45

Other funds holding SPTS

MERSOM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MCM

Model Capital Management Wellesley, Massachusetts $422M AUM 2.75% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors's SPTS Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 12% in Q1 2022, selling an estimated $120K and leaving 30,487 shares worth $904K. The position accounts for 0.26% of the portfolio, ranked #63.

Dixon Hughes Goodman Wealth Advisors first reported a position in SPTS in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.05M in Q4 2021. 260 funds tracked by Wall St. Rank hold SPTS as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 30,487 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $904K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors sold 3,980 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2022, an estimated $120K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.26% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #63 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.05M in Q4 2021.
260 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.