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

Total Clarity 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 Q3	–	Sell	-1,000	Closed	-$29K	–	880
2022 Q2	$29K	Buy	+1,000	New	+$29.5K	0.02%	499
2022 Q1	–	Sell	-1,000	Closed	-$30K	–	816
2021 Q4	$30K	Hold	1,000	–	–	0.01%	488
2021 Q3	$31K	Buy	+1,000	New	+$30.7K	0.01%	475
2021 Q2	–	Sell	-1,000	Closed	-$31K	–	666
2021 Q1	$31K	Buy	+1,000	New	+$30.7K	0.02%	400
2020 Q1	–	Sell	-1,500	Closed	-$45K	–	544
2019 Q4	$45K	Buy	+1,500	New	+$45K	0.03%	282

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Total Clarity Wealth Management's SPTS Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q3 2022, closing a stake of 1,000 shares — an estimated $29K sold.

Total Clarity Wealth Management first reported a position in SPTS in Q4 2019 and held it in 5 quarters. The position peaked at $45K in Q4 2019. 284 funds tracked by Wall St. Rank hold SPTS as of Q3 2022.

Total Clarity Wealth Management reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 1,000 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2022, an estimated $29K.
Total Clarity Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $45K in Q4 2019.
284 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.