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Personal CFO Solutions’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Personal CFO Solutions’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
2022
Q4 		– Sell
-8,867
Closed -$256K – 495
2022
Q3 		$256K Hold
8,867
– – 0.06% 289
2022
Q2 		$261K Buy
+8,867
New +$262K 0.06% 302
2020
Q2 		– Sell
-91,627
Closed -$2.81M – 352
2020
Q1 		$2.81M Buy
+91,627
New +$2.77M 1.01% 22

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Personal CFO Solutions's SPTS Position: Q4 2022 in Review

Personal CFO Solutions sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2022, closing a stake of 8,867 shares — an estimated $256K sold.

Personal CFO Solutions first reported a position in SPTS in Q1 2020 and held it in 3 quarters. The position peaked at $2.81M in Q1 2020. 304 funds tracked by Wall St. Rank hold SPTS as of Q4 2022.

  • Personal CFO Solutions reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 8,867 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2022, an estimated $256K.
  • Personal CFO Solutions first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2020 and held it in 3 quarters.
  • Personal CFO Solutions's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $2.81M in Q1 2020.
  • 304 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2022.

Based on Personal CFO Solutions's 13F filing for Q4 2022, filed 14 Feb 2023.