Accretive Wealth Partners, LLC Spdr Portfolio Short Term Trea Transaction History

Accretive Wealth Partners, LLC

$312 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 12, 2021	BUY	$30.65 - $30.71 $509,464 - $510,461	16,622 New	16,622 $510,000

Others Institutions Holding SPTS

# of Institutions

442

Shares Held

169M

Call Options Held

0

Put Options Held

0

Municipal Employees' Retirement System Of Michigan

21.9M
Shares

$642 Million
7.45% of portfolio
Bank Of America Corp Charlotte, NC

16.2M
Shares

$473 Million
0.03% of portfolio
State Street Corp Boston, MA

12.8M
Shares

$375 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

8.62M
Shares

$252 Million
0.08% of portfolio
Richard Bernstein Advisors LLC

7.1M
Shares

$208 Million
6.0% of portfolio

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