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Executive Wealth Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Executive Wealth Management’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
Q3 		– Sell
-40,827
Closed -$1.2M – 188
2022
Q2 		$1.2M Buy
+40,827
New +$1.21M 0.16% 91

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Executive Wealth Management's SPTS Position: Q3 2022 in Review

Executive Wealth Management sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q3 2022, closing a stake of 40,827 shares — an estimated $1.2M sold.

Executive Wealth Management first reported a position in SPTS in Q2 2022 and held it in 1 quarter. The position peaked at $1.2M in Q2 2022. 284 funds tracked by Wall St. Rank hold SPTS as of Q3 2022.

  • Executive Wealth Management reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
  • Executive Wealth Management sold 40,827 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2022, an estimated $1.2M.
  • Executive Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2022 and held it in 1 quarter.
  • Executive Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.2M in Q2 2022.
  • 284 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2022.

Based on Executive Wealth Management's 13F filing for Q3 2022, filed 10 Nov 2022.