Measured Wealth Private Client Group’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Measured Wealth Private Client Group’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
2018 Q4	–	Sell	-2,125	Closed	-$63K	–	615
2018 Q3	$63K	Buy	+2,125	New	+$62.6K	0.04%	302

Other funds holding SPTS

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWP

Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Measured Wealth Private Client Group's SPTS Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2018, closing a stake of 2,125 shares — an estimated $63K sold.

Measured Wealth Private Client Group first reported a position in SPTS in Q3 2018 and held it in 1 quarter. The position peaked at $63K in Q3 2018. 120 funds tracked by Wall St. Rank hold SPTS as of Q4 2018.

Measured Wealth Private Client Group reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2018 after selling out during the quarter.
Measured Wealth Private Client Group sold 2,125 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2018, an estimated $63K.
Measured Wealth Private Client Group first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2018 and held it in 1 quarter.
Measured Wealth Private Client Group's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $63K in Q3 2018.
120 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.