GoalVest Advisory’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

GoalVest Advisory’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
2021 Q1	–	Sell	-44	Closed	-$1K	–	230
2020 Q4	$1K	Buy	+44	New	+$1.35K	﹤0.01%	200

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MKA

M. Kulyk & Associates Decatur, Georgia $536M AUM 18.28% 1-Year Est. Return

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return

GoalVest Advisory's SPTS Position: Q1 2021 in Review

GoalVest Advisory sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2021, closing a stake of 44 shares — an estimated $1K sold.

GoalVest Advisory first reported a position in SPTS in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 238 funds tracked by Wall St. Rank hold SPTS as of Q1 2021.

GoalVest Advisory reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
GoalVest Advisory sold 44 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2021, an estimated $1K.
GoalVest Advisory first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2020 and held it in 1 quarter.
GoalVest Advisory's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1K in Q4 2020.
238 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2021.

Based on GoalVest Advisory's 13F filing for Q1 2021, filed 13 May 2021.