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Legacy Capital Wealth Partners’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Legacy Capital Wealth Partners’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
2024
Q2 		– Sell
-7,300
Closed -$213K – 361
2024
Q1 		$213K Buy
+7,300
New +$211K 0.15% 103

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
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
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Legacy Capital Wealth Partners's SPTS Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2024, closing a stake of 7,300 shares — an estimated $213K sold.

Legacy Capital Wealth Partners first reported a position in SPTS in Q1 2024 and held it in 1 quarter. The position peaked at $213K in Q1 2024. 361 funds tracked by Wall St. Rank hold SPTS as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 7,300 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2024, an estimated $213K.
  • Legacy Capital Wealth Partners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $213K in Q1 2024.
  • 361 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.