FMII
SPTS icon

Farmers & Merchants Investments Inc’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Farmers & Merchants Investments Inc’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
Closed -$235 – 1814
2024
Q3 		$235 Buy
+8
New +$233 ﹤0.01% 1760
2023
Q3 		– Sell
-1,616
Closed -$46.5K – 1810
2023
Q2 		$46.5K Buy
+1,616
New +$47K ﹤0.01% 407
2023
Q1 		– Sell
-140
Closed -$4.04K – 1793
2022
Q4 		$4.04K Buy
+140
New +$4.04K ﹤0.01% 800

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 $424B AUM 22.96% 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 $16.4B AUM 25.17% 1-Year Est. Return

Farmers & Merchants Investments Inc's SPTS Position: Q4 2024 in Review

Farmers & Merchants Investments Inc sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2024, closing a stake of 8 shares — an estimated $235 sold.

Farmers & Merchants Investments Inc first reported a position in SPTS in Q4 2022 and held it in 3 quarters. The position peaked at $46.5K in Q2 2023. 394 funds tracked by Wall St. Rank hold SPTS as of Q4 2024.

  • Farmers & Merchants Investments Inc reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 8 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2024, an estimated $235.
  • Farmers & Merchants Investments Inc first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2022 and held it in 3 quarters.
  • Farmers & Merchants Investments Inc's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $46.5K in Q2 2023.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2024, filed 28 Jan 2025.