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

IBEX 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
2021 Q4	–	Sell	-610	Closed	-$19K	–	394
2021 Q3	$19K	Buy	+610	New	+$18.7K	﹤0.01%	320
2019 Q3	–	Sell	-610	Closed	-$18K	–	348
2019 Q2	$18K	Buy	+610	New	+$18.2K	0.01%	290

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MCM

Model Capital Management Wellesley, Massachusetts $422M AUM 2.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

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

IBEX Wealth Advisors's SPTS Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2021, closing a stake of 610 shares — an estimated $19K sold.

IBEX Wealth Advisors first reported a position in SPTS in Q2 2019 and held it in 2 quarters. The position peaked at $19K in Q3 2021. 265 funds tracked by Wall St. Rank hold SPTS as of Q4 2021.

IBEX Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 610 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2021, an estimated $19K.
IBEX Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2019 and held it in 2 quarters.
IBEX Wealth Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $19K in Q3 2021.
265 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.