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IFC Holdings’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

IFC Holdings’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
2018
Q1 		– Sell
-8,103
Closed -$242K – 364
2017
Q4 		$242K Buy
8,103
+578
+8% +$17.3K 0.02% 438
2017
Q3 		$225K Buy
7,525
+151
+2% +$4.56K 0.02% 457
2017
Q2 		$221K Buy
7,374
+86
+1% +$2.6K 0.02% 438
2017
Q1 		$219K Buy
7,288
+17
+0.2% +$511 0.02% 414
2016
Q4 		$219K Buy
+7,271
New +$220K 0.02% 369

Other funds holding SPTS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

IFC Holdings's SPTS Position: Q1 2018 in Review

IFC Holdings sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2018, closing a stake of 8,103 shares — an estimated $242K sold.

IFC Holdings first reported a position in SPTS in Q4 2016 and held it in 5 quarters. The position peaked at $242K in Q4 2017. 57 funds tracked by Wall St. Rank hold SPTS as of Q1 2018.

  • IFC Holdings reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 8,103 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2018, an estimated $242K.
  • IFC Holdings first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2016 and held it in 5 quarters.
  • IFC Holdings's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $242K in Q4 2017.
  • 57 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.