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Leicht Financial Planning & Wealth Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Leicht Financial Planning & Wealth 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
2020
Q2 		– Sell
-27,084
Closed -$828K – 51
2020
Q1 		$828K Buy
+27,084
New +$819K 0.8% 21

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's SPTS Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2020, closing a stake of 27,084 shares — an estimated $828K sold.

Leicht Financial Planning & Wealth Management first reported a position in SPTS in Q1 2020 and held it in 1 quarter. The position peaked at $828K in Q1 2020. 235 funds tracked by Wall St. Rank hold SPTS as of Q2 2020.

  • Leicht Financial Planning & Wealth Management reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2020 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 27,084 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2020, an estimated $828K.
  • Leicht Financial Planning & Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2020 and held it in 1 quarter.
  • Leicht Financial Planning & Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $828K in Q1 2020.
  • 235 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.