Laurel Wealth Advisors (North Carolina)’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q1	–	Sell	-189	Closed	-$5.46K	–	608
2022 Q4	$5.46K	Hold	189	–	–	﹤0.01%	423
2022 Q3	$5K	Hold	189	–	–	﹤0.01%	433
2022 Q2	$6K	Hold	189	–	–	﹤0.01%	430
2022 Q1	$6K	Hold	189	–	–	﹤0.01%	464
2021 Q4	$6K	Hold	189	–	–	﹤0.01%	469
2021 Q3	$6K	Hold	189	–	–	﹤0.01%	461
2021 Q2	$6K	Hold	189	–	–	﹤0.01%	527
2021 Q1	$6K	Buy	+189	New	+$5.8K	﹤0.01%	480

Other funds holding SPTS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SPTS Position: Q1 2023 in Review

Laurel Wealth Advisors (North Carolina) sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2023, closing a stake of 189 shares — an estimated $5.46K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SPTS in Q1 2021 and held it in 8 quarters. The position peaked at $6K in Q2 2022. 331 funds tracked by Wall St. Rank hold SPTS as of Q1 2023.

Laurel Wealth Advisors (North Carolina) reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 189 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2023, an estimated $5.46K.
Laurel Wealth Advisors (North Carolina) first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2021 and held it in 8 quarters.
Laurel Wealth Advisors (North Carolina)'s State Street SPDR Portfolio Short Term Treasury ETF position peaked at $6K in Q2 2022.
331 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2023.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2023, filed 8 May 2023.