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

Jeppson Wealth Management’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
2020 Q4	–	Sell	-36	Closed	-$1K	–	398
2020 Q3	$1K	Buy	+36	New	+$1.1K	﹤0.01%	504

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return

CCFCSB

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

MKA

M. Kulyk & Associates Decatur, Georgia $536M AUM 18.28% 1-Year Est. Return

Jeppson Wealth Management's SPTS Position: Q4 2020 in Review

Jeppson Wealth Management sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2020, closing a stake of 36 shares — an estimated $1K sold.

Jeppson Wealth Management first reported a position in SPTS in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 238 funds tracked by Wall St. Rank hold SPTS as of Q4 2020.

Jeppson Wealth Management reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 36 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2020, an estimated $1K.
Jeppson Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1K in Q3 2020.
238 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.