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Fortis Group Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Fortis Group 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
2020
Q3 		$16.2M Buy
+527,786
New +$16.2M 3.14% 8

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM

Fortis Group Advisors's SPTS Position: Q3 2020 in Review

Fortis Group Advisors opened a new position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q3 2020: 527,786 shares worth $16.2M. The stake represents 3.14% of the portfolio and ranks #8 among its holdings.

231 funds tracked by Wall St. Rank hold SPTS as of Q3 2020.

  • Fortis Group Advisors held 527,786 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $16.2M as of Q3 2020.
  • State Street SPDR Portfolio Short Term Treasury ETF was a new Fortis Group Advisors position in Q3 2020.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 3.14% of Fortis Group Advisors's portfolio in Q3 2020, its #8 holding.
  • 231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2020.

Based on Fortis Group Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.