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

Global Wealth Management Investment Advisory’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	-983	Closed	-$29K	–	420
2022 Q2	$29K	Hold	983	–	–	0.01%	215
2022 Q1	$29K	Buy	+983	New	+$29.6K	0.01%	230
2020 Q4	–	Sell	-78	Closed	-$2K	–	497
2020 Q3	$2K	Buy	+78	New	+$2.4K	﹤0.01%	396

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Wealth Management Investment Advisory's SPTS Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q3 2022, closing a stake of 983 shares — an estimated $29K sold.

Global Wealth Management Investment Advisory first reported a position in SPTS in Q3 2020 and held it in 3 quarters. The position peaked at $29K in Q2 2022. 284 funds tracked by Wall St. Rank hold SPTS as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 983 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2022, an estimated $29K.
Global Wealth Management Investment Advisory first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2020 and held it in 3 quarters.
Global Wealth Management Investment Advisory's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $29K 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 Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.