Plante Moran Financial Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Plante Moran Financial 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
2025 Q1	–	Sell	-162	Closed	-$4.7K	–	952
2024 Q4	$4.7K	Hold	162	–	–	﹤0.01%	695
2024 Q3	$4.76K	Buy	+162	New	+$4.73K	﹤0.01%	687
2023 Q2	–	Sell	-1,833	Closed	-$53.6K	–	857
2023 Q1	$53.6K	Buy	+1,833	New	+$53.2K	0.01%	287
2021 Q1	–	Sell	-245	Closed	-$8K	–	1118
2020 Q4	$8K	Hold	245	–	–	﹤0.01%	657
2020 Q3	$8K	Hold	245	–	–	﹤0.01%	638
2020 Q2	$8K	Buy	+245	New	+$7.52K	﹤0.01%	546

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Plante Moran Financial Advisors's SPTS Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2025, closing a stake of 162 shares — an estimated $4.7K sold.

Plante Moran Financial Advisors first reported a position in SPTS in Q2 2020 and held it in 6 quarters. The position peaked at $53.6K in Q1 2023. 380 funds tracked by Wall St. Rank hold SPTS as of Q1 2025.

Plante Moran Financial Advisors reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 162 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2025, an estimated $4.7K.
Plante Moran Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2020 and held it in 6 quarters.
Plante Moran Financial Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $53.6K in Q1 2023.
380 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.