Guidant Wealth Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Guidant Wealth Advisors’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
2019 Q3	$104K	Buy	3,474 +8	+0.2%	+$240	0.04%	140
2019 Q2	$104K	Buy	3,466 +11	+0.3%	+$328	0.04%	143
2019 Q1	$103K	Buy	+3,455	New	+$102K	0.04%	142

Other funds holding SPTS

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

Guidant Wealth Advisors's SPTS Position: Q3 2019 in Review

Guidant Wealth Advisors increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.23% in Q3 2019, buying an estimated $240 and bringing the position to 3,474 shares worth $104K. The position accounts for 0.04% of the portfolio, ranked #140.

Guidant Wealth Advisors first reported a position in SPTS in Q1 2019 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold SPTS as of Q3 2019.

Guidant Wealth Advisors held 3,474 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $104K as of Q3 2019.
Guidant Wealth Advisors bought 8 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2019, an estimated $240.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.04% of Guidant Wealth Advisors's portfolio in Q3 2019, its #140 holding.
Guidant Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2019 and has held it in 3 quarters since.
153 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.