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

Heritage 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
2023
Q2 		– Sell
-124
Closed -$3.63K – 586
2023
Q1 		$3.63K Buy
+124
New +$3.6K ﹤0.01% 488

Other funds holding SPTS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Heritage Wealth Advisors's SPTS Position: Q2 2023 in Review

Heritage Wealth Advisors sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2023, closing a stake of 124 shares — an estimated $3.63K sold.

Heritage Wealth Advisors first reported a position in SPTS in Q1 2023 and held it in 1 quarter. The position peaked at $3.63K in Q1 2023. 329 funds tracked by Wall St. Rank hold SPTS as of Q2 2023.

  • Heritage Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 124 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2023, an estimated $3.63K.
  • Heritage Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2023 and held it in 1 quarter.
  • Heritage Wealth Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $3.63K in Q1 2023.
  • 329 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2023.

Based on Heritage Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.