Jeppson Wealth Management, LLC Spdr Portfolio Short Term Trea Transaction History

Jeppson Wealth Management, LLC

$262 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Mar 05, 2021	SELL	$30.65 - $30.71 $1,103 - $1,105	-36 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$30.69 - $30.73 $1,104 - $1,106	36 New	36 $1,000

Others Institutions Holding SPTS

# of Institutions

388

Shares Held

137M

Call Options Held

0

Put Options Held

0

Municipal Employees' Retirement System Of Michigan

21.7M
Shares

$632 Million
8.69% of portfolio
State Street Corp Boston, MA

11.4M
Shares

$331 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

8.19M
Shares

$238 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

6.57M
Shares

$191 Million
0.1% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$141 Million
0.05% of portfolio

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