Allegis Investment Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Allegis Investment Advisors’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
2018 Q1	$205K	Buy	6,916 +35	+0.5%	+$1.04K	0.06%	195
2017 Q4	$206K	Buy	+6,881	New	+$206K	0.06%	223

Other funds holding SPTS

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Allegis Investment Advisors's SPTS Position: Q1 2018 in Review

Allegis Investment Advisors increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.51% in Q1 2018, buying an estimated $1.04K and bringing the position to 6,916 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #195.

Allegis Investment Advisors first reported a position in SPTS in Q4 2017 and has held it in 2 quarters since. The position peaked at $206K in Q4 2017. 57 funds tracked by Wall St. Rank hold SPTS as of Q1 2018.

Allegis Investment Advisors held 6,916 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $205K as of Q1 2018.
Allegis Investment Advisors bought 35 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2018, an estimated $1.04K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.06% of Allegis Investment Advisors's portfolio in Q1 2018, its #195 holding.
Allegis Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2017 and has held it in 2 quarters since.
Allegis Investment Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $206K in Q4 2017.
57 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.