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

KerberRose 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
2022 Q2	$666K	Buy	+22,628	New	+$668K	0.54%	41

Other funds holding SPTS

MERSOM

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CPO

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

KerberRose Wealth Management's SPTS Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2022: 22,628 shares worth $666K. The stake represents 0.54% of the portfolio and ranks #41 among its holdings.

278 funds tracked by Wall St. Rank hold SPTS as of Q2 2022.

KerberRose Wealth Management held 22,628 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $666K as of Q2 2022.
State Street SPDR Portfolio Short Term Treasury ETF was a new KerberRose Wealth Management position in Q2 2022.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.54% of KerberRose Wealth Management's portfolio in Q2 2022, its #41 holding.
278 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.