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Wealth Advisors of Iowa’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Wealth Advisors of Iowa’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
Q1 		– Sell
-16,710
Closed -$483K – 68
2022
Q4 		$483K Sell
16,710
-10,685
-39% -$309K 0.39% 28
2022
Q3 		$792K Sell
27,395
-4,828,282
-99% -$141M 0.74% 17
2022
Q2 		$143M Buy
4,855,677
+4,195,116
+635% +$124M 25.16% 1
2022
Q1 		$19.6M Buy
+660,561
New +$19.9M 9.81% 3

Other funds holding SPTS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return