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

WFG 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
2015
Q1 		– Sell
-17
Closed -$1K – 2066
2014
Q4 		$1K Buy
+17
New +$513 ﹤0.01% 1988

Other funds holding SPTS

CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFG Advisors's SPTS Position: Q1 2015 in Review

WFG Advisors sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2015, closing a stake of 17 shares — an estimated $1K sold.

WFG Advisors first reported a position in SPTS in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 10 funds tracked by Wall St. Rank hold SPTS as of Q1 2015.

  • WFG Advisors reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 17 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2015, an estimated $1K.
  • WFG Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2014 and held it in 1 quarter.
  • WFG Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1K in Q4 2014.
  • 10 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.