Ground Swell Capital’s State Street SPDR Portfolio Short Term Treasury Index ETF SPTS Stock Holding History

Ground Swell 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
2025 Q1	–	Sell	-14,223	Closed	-$413K	–	250
2024 Q4	$413K	Buy	+14,223	New	+$413K	0.62%	28
2014 Q3	$4K	Hold	119	–	–	0.01%	1596
2014 Q2	$4K	Buy	+119	New	+$3.57K	0.01%	1204

Other funds holding SPTS

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Richard Bernstein Advisors New York $3.45B AUM 16.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ground Swell Capital's SPTS Position: Q1 2025 in Review

Ground Swell Capital sold out of State Street SPDR Portfolio Short Term Treasury Index ETF (SPTS) in Q1 2025, closing a stake of 14,223 shares — an estimated $413K sold.

Ground Swell Capital first reported a position in SPTS in Q2 2014 and held it in 3 quarters. The position peaked at $413K in Q4 2024. 385 funds tracked by Wall St. Rank hold SPTS as of Q1 2025.

Ground Swell Capital reported no remaining State Street SPDR Portfolio Short Term Treasury Index ETF position as of Q1 2025 after selling out during the quarter.
Ground Swell Capital sold 14,223 State Street SPDR Portfolio Short Term Treasury Index ETF shares in Q1 2025, an estimated $413K.
Ground Swell Capital first reported a position in State Street SPDR Portfolio Short Term Treasury Index ETF in Q2 2014 and held it in 3 quarters.
Ground Swell Capital's State Street SPDR Portfolio Short Term Treasury Index ETF position peaked at $413K in Q4 2024.
385 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury Index ETF as of Q1 2025.

Based on Ground Swell Capital's 13F filing for Q1 2025, filed 13 May 2025.