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Peterson Wealth Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Peterson Wealth Advisors’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
Q2 		– Sell
-129,362
Closed -$3.84M – 48
2018
Q1 		$3.84M Buy
129,362
+81,171
+168% +$2.41M 3.17% 9
2017
Q4 		$1.44M Buy
+48,191
New +$1.45M 1.3% 13

Other funds holding SPTS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Peterson Wealth Advisors's SPTS Position: Q2 2018 in Review

Peterson Wealth Advisors sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2018, closing a stake of 129,362 shares — an estimated $3.84M sold.

Peterson Wealth Advisors first reported a position in SPTS in Q4 2017 and held it in 2 quarters. The position peaked at $3.84M in Q1 2018. 67 funds tracked by Wall St. Rank hold SPTS as of Q2 2018.

  • Peterson Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2018 after selling out during the quarter.
  • Peterson Wealth Advisors sold 129,362 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2018, an estimated $3.84M.
  • Peterson Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2017 and held it in 2 quarters.
  • Peterson Wealth Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $3.84M in Q1 2018.
  • 67 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2018.

Based on Peterson Wealth Advisors's 13F filing for Q2 2018, filed 18 Jul 2018.