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Global Financial Private Capital’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Global Financial Private Capital’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
Q2 		$16.2M Buy
525,734
+518,819
+7,503% +$15.9M 1.01% 27
2020
Q1 		$212K Buy
+6,915
New +$209K 0.01% 228

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 $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return

Global Financial Private Capital's SPTS Position: Q2 2020 in Review

Global Financial Private Capital increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 7,503% in Q2 2020, buying an estimated $15.9M and bringing the position to 525,734 shares worth $16.2M. The position accounts for 1.01% of the portfolio, ranked #27.

Global Financial Private Capital first reported a position in SPTS in Q1 2020 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold SPTS as of Q2 2020.

  • Global Financial Private Capital held 525,734 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $16.2M as of Q2 2020.
  • Global Financial Private Capital bought 518,819 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2020, an estimated $15.9M.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 1.01% of Global Financial Private Capital's portfolio in Q2 2020, its #27 holding.
  • Global Financial Private Capital first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2020 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.