TSWM
SPTS icon

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

Tyler-Stone 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
Q4 		– Sell
-1,200
Closed -$34K – 984
2023
Q3 		$34K Hold
1,200
– – 0.02% 399
2023
Q2 		$35K Buy
+1,200
New +$34.9K 0.02% 393

Other funds holding SPTS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Tyler-Stone Wealth Management's SPTS Position: Q4 2023 in Review

Tyler-Stone Wealth Management sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2023, closing a stake of 1,200 shares — an estimated $34K sold.

Tyler-Stone Wealth Management first reported a position in SPTS in Q2 2023 and held it in 2 quarters. The position peaked at $35K in Q2 2023. 360 funds tracked by Wall St. Rank hold SPTS as of Q4 2023.

  • Tyler-Stone Wealth Management reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 1,200 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2023, an estimated $34K.
  • Tyler-Stone Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2023 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $35K in Q2 2023.
  • 360 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.