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

Arlington Financial 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
2020 Q3	–	Sell	-11,600	Closed	-$356K	–	59
2020 Q2	$356K	Sell	11,600 -1,000	-8%	-$30.7K	0.2%	49
2020 Q1	$387K	Hold	12,600	–	–	0.28%	42
2019 Q4	$377K	Buy	12,600 +3,600	+40%	+$108K	0.21%	43
2019 Q3	$270K	Sell	9,000 -1,000	-10%	-$30K	0.15%	47
2019 Q2	$300K	Hold	10,000	–	–	0.17%	46
2019 Q1	$298K	Buy	+10,000	New	+$296K	0.17%	47

Other funds holding SPTS

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada

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

Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return