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Wealth Advisory Solutions’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Wealth Advisory Solutions’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
2020
Q1 		– Sell
-10,037
Closed -$300K – 195
2019
Q4 		$300K Buy
+10,037
New +$301K 0.08% 147

Other funds holding SPTS

Goldman Sachs
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SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Advisory Solutions's SPTS Position: Q1 2020 in Review

Wealth Advisory Solutions sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2020, closing a stake of 10,037 shares — an estimated $300K sold.

Wealth Advisory Solutions first reported a position in SPTS in Q4 2019 and held it in 1 quarter. The position peaked at $300K in Q4 2019. 230 funds tracked by Wall St. Rank hold SPTS as of Q1 2020.

  • Wealth Advisory Solutions reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2020 after selling out during the quarter.
  • Wealth Advisory Solutions sold 10,037 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2020, an estimated $300K.
  • Wealth Advisory Solutions first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2019 and held it in 1 quarter.
  • Wealth Advisory Solutions's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $300K in Q4 2019.
  • 230 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2020.

Based on Wealth Advisory Solutions's 13F filing for Q1 2020, filed 18 Dec 2020.