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Peterson Financial Group’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Peterson Financial 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
Q3 		$91.2K Buy
+3,102
New +$90.5K 0.35% 57

Other funds holding SPTS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Peterson Financial Group's SPTS Position: Q3 2024 in Review

Peterson Financial Group opened a new position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q3 2024: 3,102 shares worth $91.2K. The stake represents 0.35% of the portfolio and ranks #57 among its holdings.

379 funds tracked by Wall St. Rank hold SPTS as of Q3 2024.

  • Peterson Financial Group held 3,102 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $91.2K as of Q3 2024.
  • State Street SPDR Portfolio Short Term Treasury ETF was a new Peterson Financial Group position in Q3 2024.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.35% of Peterson Financial Group's portfolio in Q3 2024, its #57 holding.
  • 379 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.