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Spire Wealth Management’s Goldman Sachs Access Ultra Short Bond ETF GSST Stock Holding History

Spire Wealth Management’s Portfolio GSST Stock Details GSST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,180
Closed -$59.4K – 2291
2024
Q1 		$59.4K Hold
1,180
– – ﹤0.01% 1161
2023
Q4 		$59.2K Buy
+1,180
New +$58.9K ﹤0.01% 1154

Other funds holding GSST

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Spire Wealth Management's GSST Position: Q2 2024 in Review

Spire Wealth Management sold out of Goldman Sachs Access Ultra Short Bond ETF (GSST) in Q2 2024, closing a stake of 1,180 shares — an estimated $59.4K sold.

Spire Wealth Management first reported a position in GSST in Q4 2023 and held it in 2 quarters. The position peaked at $59.4K in Q1 2024. 87 funds tracked by Wall St. Rank hold GSST as of Q2 2024.

  • Spire Wealth Management reported no remaining Goldman Sachs Access Ultra Short Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 1,180 Goldman Sachs Access Ultra Short Bond ETF shares in Q2 2024, an estimated $59.4K.
  • Spire Wealth Management first reported a position in Goldman Sachs Access Ultra Short Bond ETF in Q4 2023 and held it in 2 quarters.
  • Spire Wealth Management's Goldman Sachs Access Ultra Short Bond ETF position peaked at $59.4K in Q1 2024.
  • 87 funds tracked by Wall St. Rank held Goldman Sachs Access Ultra Short Bond ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.