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AF
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
Shares
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
$8.81B AUM
10.88%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
RBA
Richard Bernstein Advisors
New York
$3.45B AUM
16.24%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
GI
GLOBALT Investments
Atlanta, Georgia
$2.8B AUM
21.13%
1-Year Est. Return
Cerity Partners
New York
$70.8B AUM
21.68%
1-Year Est. Return
MFG
Merit Financial Group
Alpharetta, Georgia
$13.5B AUM
19.09%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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