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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B 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 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Advisors of Iowa's SPTS Position: Q1 2023 in Review

Wealth Advisors of Iowa sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2023, closing a stake of 16,710 shares — an estimated $483K sold.

Wealth Advisors of Iowa first reported a position in SPTS in Q1 2022 and held it in 4 quarters. The position peaked at $143M in Q2 2022. 331 funds tracked by Wall St. Rank hold SPTS as of Q1 2023.

Wealth Advisors of Iowa reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
Wealth Advisors of Iowa sold 16,710 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2023, an estimated $483K.
Wealth Advisors of Iowa first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2022 and held it in 4 quarters.
Wealth Advisors of Iowa's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $143M in Q2 2022.
331 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2023.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2023, filed 9 May 2023.