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Fortitude Advisory Group’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-1,288
Closed -$38K – 1131
2022
Q1 		$38K Hold
1,288
– – 0.02% 626
2021
Q4 		$39K Buy
+1,288
New +$39.3K 0.02% 621

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAOI
Wealth Advisors of Iowa West Des Moines, Iowa $323M AUM 14.23% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Fortitude Advisory Group's SPTS Position: Q2 2022 in Review

Fortitude Advisory Group sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2022, closing a stake of 1,288 shares — an estimated $38K sold.

Fortitude Advisory Group first reported a position in SPTS in Q4 2021 and held it in 2 quarters. The position peaked at $39K in Q4 2021. 278 funds tracked by Wall St. Rank hold SPTS as of Q2 2022.

  • Fortitude Advisory Group reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,288 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2022, an estimated $38K.
  • Fortitude Advisory Group first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $39K in Q4 2021.
  • 278 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.