Roberts Wealth Advisors, LLC Spdr Portfolio Short Term Trea Transaction History
Roberts Wealth Advisors, LLC
- $354 Million
- Q3 2025
A detailed history of Roberts Wealth Advisors, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 77,073 shares of SPTS stock, worth $2.26 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
77,073
Previous 77,185
0.15%
Holding current value
$2.26 Million
Previous $2.26 Million
0.04%
% of portfolio
0.64%
Previous 0.7%
Shares
17 transactions
Others Institutions Holding SPTS
# of Institutions
434Shares Held
165MCall Options Held
0Put Options Held
0-
Municipal Employees' Retirement System Of Michigan21.9MShares$645 Million7.73% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$488 Million0.04% of portfolio
-
State Street Corp Boston, MA12.4MShares$365 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.51MShares$250 Million0.09% of portfolio
-
Richard Bernstein Advisors LLC7.28MShares$214 Million5.31% of portfolio