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

Alpha Financial 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
2024
Q4 		– Sell
-68,644
Closed -$2.02M – 149
2024
Q3 		$2.02M Buy
+68,644
New +$2M 1.44% 21

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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Cerity Partners
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

Alpha Financial Partners's SPTS Position: Q4 2024 in Review

Alpha Financial Partners sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2024, closing a stake of 68,644 shares — an estimated $2.02M sold.

Alpha Financial Partners first reported a position in SPTS in Q3 2024 and held it in 1 quarter. The position peaked at $2.02M in Q3 2024. 394 funds tracked by Wall St. Rank hold SPTS as of Q4 2024.

  • Alpha Financial Partners reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 68,644 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2024, an estimated $2.02M.
  • Alpha Financial Partners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $2.02M in Q3 2024.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.