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Sequoia Financial Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Sequoia Financial 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
2026
Q1 		$327K Sell
11,210
-6,420
-36% -$188K ﹤0.01% 1520
2025
Q4 		$516K Buy
+17,630
New +$516K ﹤0.01% 1265
2021
Q3 		– Sell
-9,053
Closed -$277K – 423
2021
Q2 		$277K Sell
9,053
-4,404
-33% -$135K 0.01% 393
2021
Q1 		$413K Sell
13,457
-858
-6% -$26.3K 0.02% 282
2020
Q4 		$440K Buy
14,315
+6,308
+79% +$194K 0.02% 265
2020
Q3 		$246K Sell
8,007
-18,073
-69% -$555K 0.01% 333
2020
Q2 		$801K Buy
+26,080
New +$801K 0.05% 175

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return