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Independent Financial Group’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Independent Financial Group’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 		– Sell
-6,943
Closed -$204K – 1236
2024
Q3 		$204K Sell
6,943
-3,676
-35% -$107K 0.01% 1066
2024
Q2 		$307K Sell
10,619
-19,794
-65% -$570K 0.01% 824
2024
Q1 		$880K Buy
30,413
+2,644
+10% +$76.6K 0.04% 411
2023
Q4 		$807K Buy
27,769
+11,286
+68% +$325K 0.04% 418
2023
Q3 		$473K Sell
16,483
-5,092
-24% -$146K 0.03% 504
2023
Q2 		$621K Buy
21,575
+4,775
+28% +$139K 0.04% 423
2023
Q1 		$491K Buy
+16,800
New +$487K 0.04% 459
2021
Q2 		– Sell
-8,413
Closed -$258K – 731
2021
Q1 		$258K Hold
8,413
– – 0.03% 509
2020
Q4 		$258K Hold
8,413
– – 0.04% 460
2020
Q3 		$258K Hold
8,413
– – 0.05% 380
2020
Q2 		$258K Hold
8,413
– – 0.06% 351
2020
Q1 		$258K Buy
+8,413
New +$254K 0.08% 275

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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

Independent Financial Group's SPTS Position: Q4 2024 in Review

Independent Financial Group sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2024, closing a stake of 6,943 shares — an estimated $204K sold.

Independent Financial Group first reported a position in SPTS in Q1 2020 and held it in 12 quarters. The position peaked at $880K in Q1 2024. 393 funds tracked by Wall St. Rank hold SPTS as of Q4 2024.

  • Independent Financial Group reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 6,943 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2024, an estimated $204K.
  • Independent Financial Group first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2020 and held it in 12 quarters.
  • Independent Financial Group's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $880K in Q1 2024.
  • 393 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.