SWM
SPTS icon

Sugarloaf Wealth Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Sugarloaf Wealth Management’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
2023
Q1 		– Sell
-2,497
Closed -$72.1K – 775
2022
Q4 		$72.1K Buy
+2,497
New +$72.1K 0.02% 234

Other funds holding SPTS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sugarloaf Wealth Management's SPTS Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2023, closing a stake of 2,497 shares — an estimated $72.1K sold.

Sugarloaf Wealth Management first reported a position in SPTS in Q4 2022 and held it in 1 quarter. The position peaked at $72.1K in Q4 2022. 331 funds tracked by Wall St. Rank hold SPTS as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 2,497 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2023, an estimated $72.1K.
  • Sugarloaf Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2022 and held it in 1 quarter.
  • Sugarloaf Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $72.1K in Q4 2022.
  • 331 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.