CA
SPTS icon

Carson Advisory’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Carson Advisory’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
-8,598
Closed -$253K – 181
2024
Q3 		$253K Buy
+8,598
New +$251K 0.16% 148

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 $13.5B AUM 19.09% 1-Year Est. Return

Carson Advisory's SPTS Position: Q4 2024 in Review

Carson Advisory sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2024, closing a stake of 8,598 shares — an estimated $253K sold.

Carson Advisory first reported a position in SPTS in Q3 2024 and held it in 1 quarter. The position peaked at $253K in Q3 2024. 393 funds tracked by Wall St. Rank hold SPTS as of Q4 2024.

  • Carson Advisory reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Carson Advisory sold 8,598 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2024, an estimated $253K.
  • Carson Advisory first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Carson Advisory's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $253K 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 Carson Advisory's 13F filing for Q4 2024, filed 13 Feb 2025.