OWP
SPTS icon

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

Obermeyer 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
2020
Q3 		– Sell
-7,566
Closed -$232K – 150
2020
Q2 		$232K Buy
+7,566
New +$232K 0.02% 120

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
NCM
Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return

Obermeyer Wealth Partners's SPTS Position: Q3 2020 in Review

Obermeyer Wealth Partners sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q3 2020, closing a stake of 7,566 shares — an estimated $232K sold.

Obermeyer Wealth Partners first reported a position in SPTS in Q2 2020 and held it in 1 quarter. The position peaked at $232K in Q2 2020. 231 funds tracked by Wall St. Rank hold SPTS as of Q3 2020.

  • Obermeyer Wealth Partners reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q3 2020 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 7,566 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2020, an estimated $232K.
  • Obermeyer Wealth Partners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2020 and held it in 1 quarter.
  • Obermeyer Wealth Partners's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $232K in Q2 2020.
  • 231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2020.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2020, filed 22 Oct 2020.