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Credit Suisse’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Credit Suisse’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
2019
Q1 		– Sell
-46,177
Closed -$1.37M – 4131
2018
Q4 		$1.37M Buy
46,177
+17,026
+58% +$501K ﹤0.01% 2537
2018
Q3 		$858K Buy
29,151
+12,724
+77% +$375K ﹤0.01% 2969
2018
Q2 		$486K Sell
16,427
-6,333
-28% -$187K ﹤0.01% 3441
2018
Q1 		$676K Buy
22,760
+5,287
+30% +$157K ﹤0.01% 3199
2017
Q4 		$522K Buy
+17,473
New +$524K ﹤0.01% 3418

Other funds holding SPTS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return