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SYSTM Wealth Solutions’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

SYSTM Wealth Solutions’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
Q3 		$13.9K Buy
471
+366
+349% +$10.7K 0.42% 31
2024
Q2 		$3.03K Buy
+105
New +$3.02K ﹤0.01% 599
2024
Q1 		– Sell
-1,846
Closed -$53.6K – 1055
2023
Q4 		$53.6K Buy
+1,846
New +$53.2K 0.01% 571

Other funds holding SPTS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SYSTM Wealth Solutions's SPTS Position: Q3 2024 in Review

SYSTM Wealth Solutions increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 349% in Q3 2024, buying an estimated $10.7K and bringing the position to 471 shares worth $13.9K. The position accounts for 0.42% of the portfolio, ranked #31.

SYSTM Wealth Solutions first reported a position in SPTS in Q4 2023 and has held it in 3 quarters since. The position peaked at $53.6K in Q4 2023. 378 funds tracked by Wall St. Rank hold SPTS as of Q3 2024.

  • SYSTM Wealth Solutions held 471 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $13.9K as of Q3 2024.
  • SYSTM Wealth Solutions bought 366 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2024, an estimated $10.7K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.42% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #31 holding.
  • SYSTM Wealth Solutions first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2023 and has held it in 3 quarters since.
  • SYSTM Wealth Solutions's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $53.6K in Q4 2023.
  • 378 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.