Oliver Lagore Vanvalin Investment Group’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024 Q1	–	Sell	-1,009	Closed	-$29.3K	–	818
2023 Q4	$29.3K	Sell	1,009 -1,961	-66%	-$56.5K	0.01%	271
2023 Q3	$85.3K	Sell	2,970 -2,061	-41%	-$59.2K	0.03%	181
2023 Q2	$145K	Buy	+5,031	New	+$146K	0.05%	151

Other funds holding SPTS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SPTS Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2024, closing a stake of 1,009 shares — an estimated $29.3K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in SPTS in Q2 2023 and held it in 3 quarters. The position peaked at $145K in Q2 2023. 345 funds tracked by Wall St. Rank hold SPTS as of Q1 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 1,009 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2024, an estimated $29.3K.
Oliver Lagore Vanvalin Investment Group first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2023 and held it in 3 quarters.
Oliver Lagore Vanvalin Investment Group's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $145K in Q2 2023.
345 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.