Guardian Wealth Advisors (North Carolina)’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q3	–	Sell	-167	Closed	-$4.82K	–	468
2024 Q2	$4.82K	Buy	+167	New	+$4.81K	﹤0.01%	394
2022 Q4	–	Sell	-28	Closed	-$1K	–	396
2022 Q3	$1K	Sell	28 -170	-86%	-$4.98K	﹤0.01%	340
2022 Q2	$6K	Buy	+198	New	+$5.84K	﹤0.01%	307

Other funds holding SPTS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s SPTS Position: Q3 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q3 2024, closing a stake of 167 shares — an estimated $4.82K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SPTS in Q2 2022 and held it in 3 quarters. The position peaked at $6K in Q2 2022. 378 funds tracked by Wall St. Rank hold SPTS as of Q3 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 167 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2024, an estimated $4.82K.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2022 and held it in 3 quarters.
Guardian Wealth Advisors (North Carolina)'s State Street SPDR Portfolio Short Term Treasury ETF position peaked at $6K in Q2 2022.
378 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 14 Nov 2024.