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Madison Investment Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Madison Investment Advisors’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 		$12.3M Buy
+424,210
New +$12.3M 0.14% 120

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Madison Investment Advisors's SPTS Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2024: 424,210 shares worth $12.3M. The stake represents 0.14% of the portfolio and ranks #120 among its holdings.

394 funds tracked by Wall St. Rank hold SPTS as of Q4 2024.

  • Madison Investment Advisors held 424,210 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $12.3M as of Q4 2024.
  • State Street SPDR Portfolio Short Term Treasury ETF was a new Madison Investment Advisors position in Q4 2024.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.14% of Madison Investment Advisors's portfolio in Q4 2024, its #120 holding.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.