Selective Wealth Management, Inc. Spdr Portfolio Short Term Trea Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 20, 2022	SELL	$29.62 - $30.41 $1,095 - $1,125	-37 Closed	0 $0
Q4 2021 Jan 18, 2022	BUY	$30.42 - $30.64 $1,125 - $1,133	37 New	37 $1,000

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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