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Bingham Osborn & Scarborough’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Bingham Osborn & Scarborough’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
2021
Q4 		– Sell
-15,238
Closed -$467K – 118
2021
Q3 		$467K Sell
15,238
-6,900
-31% -$212K 0.03% 98
2021
Q2 		$678K Sell
22,138
-7,370
-25% -$226K 0.05% 69
2021
Q1 		$905K Buy
+29,508
New +$905K 0.07% 53

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MCM
Model Capital Management Wellesley, Massachusetts $422M AUM 2.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bingham Osborn & Scarborough's SPTS Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2021, closing a stake of 15,238 shares — an estimated $467K sold.

Bingham Osborn & Scarborough first reported a position in SPTS in Q1 2021 and held it in 3 quarters. The position peaked at $905K in Q1 2021. 266 funds tracked by Wall St. Rank hold SPTS as of Q4 2021.

  • Bingham Osborn & Scarborough reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 15,238 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2021, an estimated $467K.
  • Bingham Osborn & Scarborough first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2021 and held it in 3 quarters.
  • Bingham Osborn & Scarborough's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $905K in Q1 2021.
  • 266 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.