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

Harbor Investment 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
2024 Q1	–	Sell	-1,056	Closed	-$30.7K	–	1354
2023 Q4	$30.7K	Buy	+1,056	New	+$30.4K	﹤0.01%	648
2021 Q3	–	Sell	-520	Closed	-$15.9K	–	1356
2021 Q2	$16K	Hold	520	–	–	﹤0.01%	940
2021 Q1	$16K	Hold	520	–	–	﹤0.01%	909
2020 Q4	$16K	Hold	520	–	–	﹤0.01%	859
2020 Q3	$16K	Buy	+520	New	+$16K	﹤0.01%	785

Other funds holding SPTS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Harbor Investment Advisory's SPTS Position: Q1 2024 in Review

Harbor Investment Advisory sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2024, closing a stake of 1,056 shares — an estimated $30.7K sold.

Harbor Investment Advisory first reported a position in SPTS in Q3 2020 and held it in 5 quarters. The position peaked at $30.7K in Q4 2023. 345 funds tracked by Wall St. Rank hold SPTS as of Q1 2024.

Harbor Investment Advisory reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Harbor Investment Advisory sold 1,056 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2024, an estimated $30.7K.
Harbor Investment Advisory first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2020 and held it in 5 quarters.
Harbor Investment Advisory's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $30.7K in Q4 2023.
345 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2024.

Based on Harbor Investment Advisory's 13F filing for Q1 2024, filed 12 Apr 2024.