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Atwood & Palmer’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Atwood & Palmer’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
-90
Closed -$2.65K – 489
2024
Q3 		$2.65K Hold
90
– – ﹤0.01% 404
2024
Q2 		$2.6K Buy
+90
New +$2.59K ﹤0.01% 391

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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Atwood & Palmer's SPTS Position: Q4 2024 in Review

Atwood & Palmer sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2024, closing a stake of 90 shares — an estimated $2.65K sold.

Atwood & Palmer first reported a position in SPTS in Q2 2024 and held it in 2 quarters. The position peaked at $2.65K in Q3 2024. 393 funds tracked by Wall St. Rank hold SPTS as of Q4 2024.

  • Atwood & Palmer reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Atwood & Palmer sold 90 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2024, an estimated $2.65K.
  • Atwood & Palmer first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2024 and held it in 2 quarters.
  • Atwood & Palmer's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $2.65K in Q3 2024.
  • 393 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2024.

Based on Atwood & Palmer's 13F filing for Q4 2024, filed 16 Jan 2025.