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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
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$516K Buy
2021
Q3 		– Sell
2021
Q2 		$277K Sell
2021
Q1 		$413K Sell
2020
Q4 		$440K Buy
2020
Q3 		$246K Sell
2020
Q2 		$801K Buy