MFA Wealth Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

MFA Wealth 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	–	Sell	-7,672	Closed	-$226K	–	345
2024 Q3	$226K	Sell	7,672 -101,247	-93%	-$2.95M	0.05%	91
2024 Q2	$3.14M	Buy	108,919 +4,270	+4%	+$123K	0.69%	35
2024 Q1	$3.03M	Buy	104,649 +4,490	+4%	+$130K	0.8%	30
2023 Q4	$2.91M	Sell	100,159 -5,189	-5%	-$149K	0.82%	27
2023 Q3	$3.03M	Sell	105,348 -657,601	-86%	-$18.9M	0.94%	24
2023 Q2	$22M	Sell	762,949 -466,606	-38%	-$13.6M	6.91%	4
2023 Q1	$35.9M	Buy	1,229,555 +84,661	+7%	+$2.46M	11.83%	1
2022 Q4	$33.1M	Sell	1,144,894 -21,501	-2%	-$621K	11.98%	1
2022 Q3	$33.7M	Buy	1,166,395 +35,022	+3%	+$1.03M	12.49%	1
2022 Q2	$33.3M	Buy	+1,131,373	New	+$33.4M	12.17%	1

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

MFA Wealth Advisors's SPTS Position: Q4 2024 in Review

MFA Wealth Advisors sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2024, closing a stake of 7,672 shares — an estimated $226K sold.

MFA Wealth Advisors first reported a position in SPTS in Q2 2022 and held it in 10 quarters. The position peaked at $35.9M in Q1 2023. 394 funds tracked by Wall St. Rank hold SPTS as of Q4 2024.

MFA Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 7,672 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2024, an estimated $226K.
MFA Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2022 and held it in 10 quarters.
MFA Wealth Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $35.9M in Q1 2023.
394 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.