Householder Group Estate & Retirement Specialist’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$8K	Buy	285 +26	+10%	+$756	0.01%	394
2024 Q3	$7K	Sell	259 -54	-17%	-$1.57K	﹤0.01%	888
2024 Q2	$9K	Sell	313 -156	-33%	-$4.49K	﹤0.01%	838
2024 Q1	$13.6K	Sell	469 -11,682	-96%	-$338K	﹤0.01%	750
2023 Q4	$352K	Buy	12,151 +11,230	+1,219%	+$323K	0.12%	163
2023 Q3	$26.5K	Buy	+921	New	+$26.5K	0.01%	575
2023 Q1	$26K	Buy	+903	New	+$26.2K	0.01%	588
2022 Q4	–	Sell	-62,959	Closed	-$1.82M	–	1028
2022 Q3	$1.82M	Buy	+62,959	New	+$1.84M	0.75%	23

Other funds holding SPTS

MERSOM

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPTS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 10% in Q4 2024, buying an estimated $756 and bringing the position to 285 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #394.

Householder Group Estate & Retirement Specialist first reported a position in SPTS in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.82M in Q3 2022. 394 funds tracked by Wall St. Rank hold SPTS as of Q4 2024.

Householder Group Estate & Retirement Specialist held 285 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $8K as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 26 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2024, an estimated $756.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #394 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.82M in Q3 2022.
394 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.