LF
SPTS icon

Lee Financial’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Lee Financial’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
Q4 		– Sell
-655
Closed -$18.8K – 920
2023
Q3 		$18.8K Buy
+655
New +$18.8K ﹤0.01% 307

Other funds holding SPTS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Lee Financial's SPTS Position: Q4 2023 in Review

Lee Financial sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2023, closing a stake of 655 shares — an estimated $18.8K sold.

Lee Financial first reported a position in SPTS in Q3 2023 and held it in 1 quarter. The position peaked at $18.8K in Q3 2023. 360 funds tracked by Wall St. Rank hold SPTS as of Q4 2023.

  • Lee Financial reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 655 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2023, an estimated $18.8K.
  • Lee Financial first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Lee Financial's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $18.8K in Q3 2023.
  • 360 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.