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

Frontier 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 Q2	$209K	Buy	7,085 +7	+0.1%	+$207	0.02%	362
2022 Q1	$210K	Buy	7,078 +6	+0.1%	+$180	﹤0.01%	370
2021 Q4	$215K	Buy	7,072 +4	+0.1%	+$122	0.01%	388
2021 Q3	$216K	Sell	7,068 -1,316	-16%	-$40.3K	0.01%	390
2021 Q2	$257K	Buy	8,384 +3	+0%	+$92	0.02%	363
2021 Q1	$257K	Buy	+8,381	New	+$257K	0.02%	331

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 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

WAOI

Wealth Advisors of Iowa West Des Moines, Iowa $323M AUM 14.23% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 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

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

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

Frontier Wealth Management's SPTS Position: Q2 2022 in Review

Frontier Wealth Management increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.1% in Q2 2022, buying an estimated $207 and bringing the position to 7,085 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #362.

Frontier Wealth Management first reported a position in SPTS in Q1 2021 and has held it in 6 quarters since. The position peaked at $257K in Q2 2021. 278 funds tracked by Wall St. Rank hold SPTS as of Q2 2022.

Frontier Wealth Management held 7,085 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $209K as of Q2 2022.
Frontier Wealth Management bought 7 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2022, an estimated $207.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #362 holding.
Frontier Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2021 and has held it in 6 quarters since.
Frontier Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $257K in Q2 2021.
278 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.