Landsberg Bennett & Dubbaneh’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Landsberg Bennett & Dubbaneh’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
2020 Q4	–	Sell	-205,639	Closed	-$6.32M	–	241
2020 Q3	$6.32M	Buy	205,639 +34,824	+20%	+$1.07M	1.1%	18
2020 Q2	$5.25M	Sell	170,815 -60,965	-26%	-$1.87M	1.09%	18
2020 Q1	$7.11M	Buy	+231,780	New	+$7.01M	1.98%	11

Other funds holding SPTS

MERSOM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return

MKA

M. Kulyk & Associates Decatur, Georgia $613M AUM 22.75% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's SPTS Position: Q4 2020 in Review

Landsberg Bennett & Dubbaneh sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2020, closing a stake of 205,639 shares — an estimated $6.32M sold.

Landsberg Bennett & Dubbaneh first reported a position in SPTS in Q1 2020 and held it in 3 quarters. The position peaked at $7.11M in Q1 2020. 238 funds tracked by Wall St. Rank hold SPTS as of Q4 2020.

Landsberg Bennett & Dubbaneh reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2020 after selling out during the quarter.
Landsberg Bennett & Dubbaneh sold 205,639 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2020, an estimated $6.32M.
Landsberg Bennett & Dubbaneh first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2020 and held it in 3 quarters.
Landsberg Bennett & Dubbaneh's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $7.11M in Q1 2020.
238 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2020.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q4 2020, filed 26 Jan 2021.