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

Legacy Wealth Planning’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
2020
Q4 		– Sell
-98,562
Closed -$3.03M – 89
2020
Q3 		$3.03M Sell
98,562
-7,572
-7% -$233K 3.46% 7
2020
Q2 		$3.26M Buy
+106,134
New +$3.26M 3.88% 5

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return
MKA
M. Kulyk & Associates Decatur, Georgia $536M AUM 18.28% 1-Year Est. Return

Legacy Wealth Planning's SPTS Position: Q4 2020 in Review

Legacy Wealth Planning sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2020, closing a stake of 98,562 shares — an estimated $3.03M sold.

Legacy Wealth Planning first reported a position in SPTS in Q2 2020 and held it in 2 quarters. The position peaked at $3.26M in Q2 2020. 238 funds tracked by Wall St. Rank hold SPTS as of Q4 2020.

  • Legacy Wealth Planning reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2020 after selling out during the quarter.
  • Legacy Wealth Planning sold 98,562 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2020, an estimated $3.03M.
  • Legacy Wealth Planning first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2020 and held it in 2 quarters.
  • Legacy Wealth Planning's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $3.26M in Q2 2020.
  • 238 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2020.

Based on Legacy Wealth Planning's 13F filing for Q4 2020, filed 12 Feb 2021.