Wealthstar Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Wealthstar Advisors’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
2024 Q2	$937K	Buy	+32,450	New	+$934K	0.76%	16

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Wealthstar Advisors's SPTS Position: Q2 2024 in Review

Wealthstar Advisors opened a new position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2024: 32,450 shares worth $937K. The stake represents 0.76% of the portfolio and ranks #16 among its holdings.

361 funds tracked by Wall St. Rank hold SPTS as of Q2 2024.

Wealthstar Advisors held 32,450 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $937K as of Q2 2024.
State Street SPDR Portfolio Short Term Treasury ETF was a new Wealthstar Advisors position in Q2 2024.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.76% of Wealthstar Advisors's portfolio in Q2 2024, its #16 holding.
361 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2024.

Based on Wealthstar Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.