Destination Wealth Management Spdr Portfolio Short Term Trea Transaction History

Destination Wealth Management

$3 Billion
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 19, 2019	SELL	N/A	-204 Closed	0 $0
Q1 2019 May 01, 2019	BUY	N/A	204 New	204 $6,000
Q3 2018 Nov 07, 2018	SELL	N/A	-477 Closed	0 $0
Q2 2018 Jul 31, 2018	BUY	N/A	477 New	477 $14,000

Others Institutions Holding SPTS

# of Institutions

400

Shares Held

176M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

22.4M
Shares

$650 Million
0.06% of portfolio
Municipal Employees' Retirement System Of Michigan

21.7M
Shares

$630 Million
8.42% of portfolio
Richard Bernstein Advisors LLC

13.6M
Shares

$393 Million
8.59% of portfolio
State Street Corp Boston, MA

12M
Shares

$349 Million
0.01% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

9.24M
Shares

$268 Million
10.18% of portfolio

About SPDR PORTFOLIO SHORT TERM TREA

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