Castle Rock Wealth Management, LLC Spdr Portfolio Short Term Trea Transaction History

Castle Rock Wealth Management, LLC

$386 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	BUY	$28.64 - $29.36 $8.41 Million - $8.62 Million	293,692 New	293,692 $8.58 Million

Others Institutions Holding SPTS

# of Institutions

431

Shares Held

180M

Call Options Held

0

Put Options Held

0

Municipal Employees' Retirement System Of Michigan

21.9M
Shares

$641 Million
7.73% of portfolio
Bank Of America Corp Charlotte, NC

20.5M
Shares

$598 Million
0.05% of portfolio
State Street Corp Boston, MA

12M
Shares

$351 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.75M
Shares

$285 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

8.51M
Shares

$249 Million
0.09% of portfolio

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