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Freedom Investment Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Freedom Investment Management’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
2015
Q4 		– Sell
-16,592
Closed -$1.37M – 800
2015
Q3 		$1.37M Sell
16,592
-19,173
-54% -$580K 0.14% 107
2015
Q2 		$918K Buy
+35,765
New +$1.08M 0.09% 173

Other funds holding SPTS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Freedom Investment Management's SPTS Position: Q4 2015 in Review

Freedom Investment Management sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2015, closing a stake of 16,592 shares — an estimated $1.37M sold.

Freedom Investment Management first reported a position in SPTS in Q2 2015 and held it in 2 quarters. The position peaked at $1.37M in Q3 2015. 17 funds tracked by Wall St. Rank hold SPTS as of Q4 2015.

  • Freedom Investment Management reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2015 after selling out during the quarter.
  • Freedom Investment Management sold 16,592 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2015, an estimated $1.37M.
  • Freedom Investment Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2015 and held it in 2 quarters.
  • Freedom Investment Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.37M in Q3 2015.
  • 17 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2015.

Based on Freedom Investment Management's 13F filing for Q4 2015, filed 5 Jan 2016.