AIP
SPTS icon

Almanack Investment Partners’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Almanack Investment Partners’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
2023
Q1 		– Sell
-33,286
Closed -$962K – 179
2022
Q4 		$962K Buy
+33,286
New +$962K 0.21% 54

Other funds holding SPTS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Almanack Investment Partners's SPTS Position: Q1 2023 in Review

Almanack Investment Partners sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2023, closing a stake of 33,286 shares — an estimated $962K sold.

Almanack Investment Partners first reported a position in SPTS in Q4 2022 and held it in 1 quarter. The position peaked at $962K in Q4 2022. 331 funds tracked by Wall St. Rank hold SPTS as of Q1 2023.

  • Almanack Investment Partners reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Almanack Investment Partners sold 33,286 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2023, an estimated $962K.
  • Almanack Investment Partners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2022 and held it in 1 quarter.
  • Almanack Investment Partners's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $962K in Q4 2022.
  • 331 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2023.

Based on Almanack Investment Partners's 13F filing for Q1 2023, filed 8 May 2023.