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

Titus 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
2022 Q2	$234K	Sell	7,952 -555	-7%	-$16.4K	0.12%	134
2022 Q1	$252K	Sell	8,507 -593	-7%	-$17.8K	0.11%	137
2021 Q4	$277K	Sell	9,100 -352	-4%	-$10.7K	0.12%	121
2021 Q3	$288K	Sell	9,452 -1	-0%	-$31	0.15%	113
2021 Q2	$290K	Sell	9,453 -6,649	-41%	-$204K	0.16%	109
2021 Q1	$494K	Sell	16,102 -1,358	-8%	-$41.7K	0.29%	61
2020 Q4	$536K	Buy	17,460 +160	+0.9%	+$4.91K	0.33%	55
2020 Q3	$531K	Buy	17,300 +3,913	+29%	+$120K	0.38%	50
2020 Q2	$411K	Buy	+13,387	New	+$411K	0.32%	59

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WAOI

Wealth Advisors of Iowa West Des Moines, Iowa $323M AUM 14.23% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Titus Wealth Management's SPTS Position: Q2 2022 in Review

Titus Wealth Management reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 6.5% in Q2 2022, selling an estimated $16.4K and leaving 7,952 shares worth $234K. The position accounts for 0.12% of the portfolio, ranked #134.

Titus Wealth Management first reported a position in SPTS in Q2 2020 and has held it in 9 quarters since. The position peaked at $536K in Q4 2020. 278 funds tracked by Wall St. Rank hold SPTS as of Q2 2022.

Titus Wealth Management held 7,952 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $234K as of Q2 2022.
Titus Wealth Management sold 555 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2022, an estimated $16.4K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.12% of Titus Wealth Management's portfolio in Q2 2022, its #134 holding.
Titus Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2020 and has held it in 9 quarters since.
Titus Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $536K in Q4 2020.
278 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.