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

Physician 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
2020 Q1	–	Sell	-8,075	Closed	-$242K	–	123
2019 Q4	$242K	Hold	8,075	–	–	0.11%	99
2019 Q3	$242K	Buy	+8,075	New	+$242K	0.12%	92

Other funds holding SPTS

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Physician Wealth Advisors's SPTS Position: Q1 2020 in Review

Physician Wealth Advisors sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2020, closing a stake of 8,075 shares — an estimated $242K sold.

Physician Wealth Advisors first reported a position in SPTS in Q3 2019 and held it in 2 quarters. The position peaked at $242K in Q4 2019. 230 funds tracked by Wall St. Rank hold SPTS as of Q1 2020.

Physician Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2020 after selling out during the quarter.
Physician Wealth Advisors sold 8,075 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2020, an estimated $242K.
Physician Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2019 and held it in 2 quarters.
Physician Wealth Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $242K in Q4 2019.
230 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2020.

Based on Physician Wealth Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.