Advisornet Financial’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Advisornet Financial’s Portfolio SPTS Stock Details SPTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-593	Closed	-$17.4K	–	2246
2024 Q3	$17.4K	Hold	593	–	–	﹤0.01%	1256
2024 Q2	$17.1K	Hold	593	–	–	﹤0.01%	1147
2024 Q1	$17.1K	Hold	593	–	–	﹤0.01%	1127
2023 Q4	$17.2K	Sell	593 -1,245	-68%	-$35.9K	﹤0.01%	1136
2023 Q3	$52.8K	Hold	1,838	–	–	﹤0.01%	770
2023 Q2	$52.9K	Sell	1,838 -1,042	-36%	-$30.3K	﹤0.01%	795
2023 Q1	$84.2K	Buy	+2,880	New	+$83.5K	0.01%	663
2020 Q4	–	Sell	-23	Closed	-$1K	–	1823
2020 Q3	$1K	Hold	23	–	–	﹤0.01%	1676
2020 Q2	$1K	Sell	23 -8	-26%	-$246	﹤0.01%	1713
2020 Q1	$1K	Hold	31	–	–	﹤0.01%	1714
2019 Q4	$1K	Sell	31 -1	-3%	-$30	﹤0.01%	1784
2019 Q3	$1K	Hold	32	–	–	﹤0.01%	1784
2019 Q2	$1K	Sell	32 -39,985	-100%	-$1.19M	﹤0.01%	1624
2019 Q1	$1.19M	Buy	40,017 +21,808	+120%	+$646K	0.15%	155
2018 Q4	$539K	Buy	18,209 +1,539	+9%	+$45.3K	0.07%	234
2018 Q3	$491K	Buy	+16,670	New	+$491K	0.06%	263

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Advisornet Financial's SPTS Position: Q4 2024 in Review

Advisornet Financial sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2024, closing a stake of 593 shares — an estimated $17.4K sold.

Advisornet Financial first reported a position in SPTS in Q3 2018 and held it in 16 quarters. The position peaked at $1.19M in Q1 2019. 394 funds tracked by Wall St. Rank hold SPTS as of Q4 2024.

Advisornet Financial reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Advisornet Financial sold 593 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2024, an estimated $17.4K.
Advisornet Financial first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2018 and held it in 16 quarters.
Advisornet Financial's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.19M in Q1 2019.
394 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.