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Private Wealth Advisors (California)’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Private Wealth Advisors (California)’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
2025
Q4 		– Sell
-7,165
Closed -$210K – 95
2025
Q3 		$210K Sell
7,165
-963
-12% -$28.2K 0.08% 85
2025
Q2 		$238K Sell
8,128
-386
-5% -$11.3K 0.09% 78
2025
Q1 		$249K Sell
8,514
-2,189
-20% -$63.6K 0.1% 78
2024
Q4 		$310K Sell
10,703
-296,002
-97% -$8.61M 0.14% 75
2024
Q3 		$9M Sell
306,705
-1,202
-0.4% -$35.1K 3.66% 6
2024
Q2 		$8.85M Sell
307,907
-5,142
-2% -$148K 3.87% 6
2024
Q1 		$9.05M Sell
313,049
-14,832
-5% -$430K 3.79% 7
2023
Q4 		$9.52M Buy
+327,881
New +$9.45M 4.11% 6

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $376B AUM 19.32% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return