Spire Wealth Management’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Spire Wealth Management’s Portfolio ULST Stock Details ULST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-63	Closed	-$2.54K	–	2465
2023 Q2	$2.54K	Hold	63	–	–	﹤0.01%	2157
2023 Q1	$2.54K	Buy	+63	New	+$2.53K	﹤0.01%	2214
2022 Q3	–	Sell	-63	Closed	-$3K	–	2594
2022 Q2	$3K	Hold	63	–	–	﹤0.01%	2305
2022 Q1	$3K	Hold	63	–	–	﹤0.01%	2350
2021 Q4	$3K	Hold	63	–	–	﹤0.01%	2724
2021 Q3	$3K	Hold	63	–	–	﹤0.01%	2422
2021 Q2	$3K	Buy	+63	New	+$2.55K	﹤0.01%	2439

Other funds holding ULST

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Spire Wealth Management's ULST Position: Q3 2023 in Review

Spire Wealth Management sold out of State Street Ultra Short Term Bond ETF (ULST) in Q3 2023, closing a stake of 63 shares — an estimated $2.54K sold.

Spire Wealth Management first reported a position in ULST in Q2 2021 and held it in 7 quarters. The position peaked at $3K in Q2 2022. 92 funds tracked by Wall St. Rank hold ULST as of Q3 2023.

Spire Wealth Management reported no remaining State Street Ultra Short Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Spire Wealth Management sold 63 State Street Ultra Short Term Bond ETF shares in Q3 2023, an estimated $2.54K.
Spire Wealth Management first reported a position in State Street Ultra Short Term Bond ETF in Q2 2021 and held it in 7 quarters.
Spire Wealth Management's State Street Ultra Short Term Bond ETF position peaked at $3K in Q2 2022.
92 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.