WP
SPTS icon

WealthPLAN Partners’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-2,311
Closed -$66.5K – 1052
2023
Q2 		$66.5K Buy
+2,311
New +$67.2K 0.01% 459

Other funds holding SPTS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

WealthPLAN Partners's SPTS Position: Q3 2023 in Review

WealthPLAN Partners sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q3 2023, closing a stake of 2,311 shares — an estimated $66.5K sold.

WealthPLAN Partners first reported a position in SPTS in Q2 2023 and held it in 1 quarter. The position peaked at $66.5K in Q2 2023. 329 funds tracked by Wall St. Rank hold SPTS as of Q3 2023.

  • WealthPLAN Partners reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2,311 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2023, an estimated $66.5K.
  • WealthPLAN Partners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2023 and held it in 1 quarter.
  • WealthPLAN Partners's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $66.5K in Q2 2023.
  • 329 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.