Wealthspire Advisors (Maryland)’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-367	Closed	-$11K	–	1794
2019 Q1	$11K	Hold	367	–	–	﹤0.01%	1500
2018 Q4	$11K	Buy	+367	New	+$10.8K	﹤0.01%	1436
2016 Q3	–	Sell	-140	Closed	-$4K	–	1801
2016 Q2	$4K	Buy	+140	New	+$4.26K	﹤0.01%	1394

Other funds holding SPTS

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SPTS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2019, closing a stake of 367 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in SPTS in Q2 2016 and held it in 3 quarters. The position peaked at $11K in Q1 2019. 132 funds tracked by Wall St. Rank hold SPTS as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 367 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2019, an estimated $11K.
Wealthspire Advisors (Maryland) first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2016 and held it in 3 quarters.
Wealthspire Advisors (Maryland)'s State Street SPDR Portfolio Short Term Treasury ETF position peaked at $11K in Q1 2019.
132 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.