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McKinley Carter Wealth Services’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

McKinley Carter Wealth Services’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
2021
Q2 		– Sell
-8,674
Closed -$266K – 288
2021
Q1 		$266K Buy
+8,674
New +$266K 0.02% 252

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
MCM
Model Capital Management Wellesley, Massachusetts $422M AUM 2.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
MKA
M. Kulyk & Associates Decatur, Georgia $536M AUM 18.28% 1-Year Est. Return

McKinley Carter Wealth Services's SPTS Position: Q2 2021 in Review

McKinley Carter Wealth Services sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2021, closing a stake of 8,674 shares — an estimated $266K sold.

McKinley Carter Wealth Services first reported a position in SPTS in Q1 2021 and held it in 1 quarter. The position peaked at $266K in Q1 2021. 238 funds tracked by Wall St. Rank hold SPTS as of Q2 2021.

  • McKinley Carter Wealth Services reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 8,674 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2021, an estimated $266K.
  • McKinley Carter Wealth Services first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2021 and held it in 1 quarter.
  • McKinley Carter Wealth Services's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $266K in Q1 2021.
  • 238 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2021.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2021, filed 12 Aug 2021.