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United Asset Strategies’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

United Asset Strategies’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
2019
Q3 		– Sell
-6,740
Closed -$202K – 201
2019
Q2 		$202K Buy
+6,740
New +$201K 0.05% 178

Other funds holding SPTS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

United Asset Strategies's SPTS Position: Q3 2019 in Review

United Asset Strategies sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q3 2019, closing a stake of 6,740 shares — an estimated $202K sold.

United Asset Strategies first reported a position in SPTS in Q2 2019 and held it in 1 quarter. The position peaked at $202K in Q2 2019. 153 funds tracked by Wall St. Rank hold SPTS as of Q3 2019.

  • United Asset Strategies reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q3 2019 after selling out during the quarter.
  • United Asset Strategies sold 6,740 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2019, an estimated $202K.
  • United Asset Strategies first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2019 and held it in 1 quarter.
  • United Asset Strategies's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $202K in Q2 2019.
  • 153 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2019.

Based on United Asset Strategies's 13F filing for Q3 2019, filed 1 Nov 2019.