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Westside Investment Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Westside Investment Management’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 		$42K Buy
+1,400
New +$41.7K 0.02% 322

Other funds holding SPTS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
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
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
Royal Bank of Canada
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

Westside Investment Management's SPTS Position: Q2 2019 in Review

Westside Investment Management opened a new position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2019: 1,400 shares worth $42K. The stake represents 0.02% of the portfolio and ranks #322 among its holdings.

132 funds tracked by Wall St. Rank hold SPTS as of Q2 2019.

  • Westside Investment Management held 1,400 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $42K as of Q2 2019.
  • State Street SPDR Portfolio Short Term Treasury ETF was a new Westside Investment Management position in Q2 2019.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.02% of Westside Investment Management's portfolio in Q2 2019, its #322 holding.
  • 132 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2019.

Based on Westside Investment Management's 13F filing for Q2 2019, filed 24 Jul 2019.