SWP
SPTS icon

Significant Wealth Partners’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Significant Wealth Partners’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
2024
Q2 		– Sell
-12,603
Closed -$364K – 145
2024
Q1 		$364K Buy
+12,603
New +$365K 0.24% 105

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Significant Wealth Partners's SPTS Position: Q2 2024 in Review

Significant Wealth Partners sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2024, closing a stake of 12,603 shares — an estimated $364K sold.

Significant Wealth Partners first reported a position in SPTS in Q1 2024 and held it in 1 quarter. The position peaked at $364K in Q1 2024. 362 funds tracked by Wall St. Rank hold SPTS as of Q2 2024.

  • Significant Wealth Partners reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 12,603 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2024, an estimated $364K.
  • Significant Wealth Partners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Significant Wealth Partners's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $364K in Q1 2024.
  • 362 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.