Koshinski Asset Management
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Koshinski Asset Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Koshinski Asset 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 		– Sell
-5,522
Closed -$164K – 1786
2022
Q1 		$164K Buy
5,522
+10
+0.2% +$301 0.01% 659
2021
Q4 		$168K Hold
5,512
– – 0.01% 677
2021
Q3 		$169K Buy
+5,512
New +$169K 0.01% 666

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAOI
Wealth Advisors of Iowa West Des Moines, Iowa $323M AUM 14.23% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Koshinski Asset Management's SPTS Position: Q2 2022 in Review

Koshinski Asset Management sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2022, closing a stake of 5,522 shares — an estimated $164K sold.

Koshinski Asset Management first reported a position in SPTS in Q3 2021 and held it in 3 quarters. The position peaked at $169K in Q3 2021. 278 funds tracked by Wall St. Rank hold SPTS as of Q2 2022.

  • Koshinski Asset Management reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 5,522 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2022, an estimated $164K.
  • Koshinski Asset Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $169K in Q3 2021.
  • 278 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.