Clear Perspective Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Clear Perspective 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
2021 Q1	–	Sell	-424,608	Closed	-$13M	–	160
2020 Q4	$13M	Buy	424,608 +20,736	+5%	+$636K	5.33%	3
2020 Q3	$656	Buy	403,872 +17,407	+5%	+$535K	0.31%	60
2020 Q2	$11.9M	Buy	386,465 +77,746	+25%	+$2.39M	6.48%	4
2020 Q1	$9.48M	Buy	+308,719	New	+$9.34M	6.33%	4

Other funds holding SPTS

MERSOM

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

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

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

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

CPO

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

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

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

MKA

M. Kulyk & Associates Decatur, Georgia $536M AUM 18.28% 1-Year Est. Return

CCFCSB

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

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

Clear Perspective Advisors's SPTS Position: Q1 2021 in Review

Clear Perspective Advisors sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2021, closing a stake of 424,608 shares — an estimated $13M sold.

Clear Perspective Advisors first reported a position in SPTS in Q1 2020 and held it in 4 quarters. The position peaked at $13M in Q4 2020. 238 funds tracked by Wall St. Rank hold SPTS as of Q1 2021.

Clear Perspective Advisors reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
Clear Perspective Advisors sold 424,608 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2021, an estimated $13M.
Clear Perspective Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2020 and held it in 4 quarters.
Clear Perspective Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $13M in Q4 2020.
238 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2021.

Based on Clear Perspective Advisors's 13F filing for Q1 2021, filed 14 May 2021.