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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-131
Closed -$3.81K – 374
2023
Q4 		$3.81K Buy
+131
New +$3.77K ﹤0.01% 283

Other funds holding SPTS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SPTS Position: Q1 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2024, closing a stake of 131 shares — an estimated $3.81K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SPTS in Q4 2023 and held it in 1 quarter. The position peaked at $3.81K in Q4 2023. 345 funds tracked by Wall St. Rank hold SPTS as of Q1 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 131 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2024, an estimated $3.81K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s State Street SPDR Portfolio Short Term Treasury ETF position peaked at $3.81K in Q4 2023.
  • 345 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2024, filed 7 Aug 2026.