Deane Retirement Strategies’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Deane Retirement Strategies’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	-548,553	Closed	-$16.1M	–	80
2024 Q3	$16.1M	Buy	+548,553	New	+$16M	7.86%	1
2020 Q1	–	Sell	-160,945	Closed	-$4.82M	–	72
2019 Q4	$4.82M	Buy	160,945 +3,045	+2%	+$91.3K	3.3%	8
2019 Q3	$4.74M	Buy	+157,900	New	+$4.74M	3.38%	9

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

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

Deane Retirement Strategies's SPTS Position: Q4 2024 in Review

Deane Retirement Strategies sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2024, closing a stake of 548,553 shares — an estimated $16.1M sold.

Deane Retirement Strategies first reported a position in SPTS in Q3 2019 and held it in 3 quarters. The position peaked at $16.1M in Q3 2024. 393 funds tracked by Wall St. Rank hold SPTS as of Q4 2024.

Deane Retirement Strategies reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Deane Retirement Strategies sold 548,553 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2024, an estimated $16.1M.
Deane Retirement Strategies first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2019 and held it in 3 quarters.
Deane Retirement Strategies's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $16.1M 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 Deane Retirement Strategies's 13F filing for Q4 2024, filed 23 Jan 2025.