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RFN
RDA Financial Network’s
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
Stock Holding History
RDA Financial Network’s Portfolio
SPTS Stock Details
SPTS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-10,592
Closed
-$324K
–
229
2021
Q3
$324K
Sell
10,592
-164
-2%
-$5.03K
0.14%
160
2021
Q2
$330K
Sell
10,756
-192
-2%
-$5.89K
0.15%
158
2021
Q1
$336K
Sell
10,948
-4,612
-30%
-$141K
0.14%
156
2020
Q4
$478K
Sell
15,560
-4,464
-22%
-$137K
0.22%
108
2020
Q3
$615K
Sell
20,024
-334
-2%
-$10.3K
0.28%
93
2020
Q2
$625K
Sell
20,358
-4,989
-20%
-$153K
0.31%
86
2020
Q1
$779K
Sell
25,347
-6,311
-20%
-$191K
0.47%
60
2019
Q4
$953K
Buy
31,658
+421
+1%
+$12.6K
0.39%
67
2019
Q3
$937K
Buy
31,237
+371
+1%
+$11.1K
0.4%
69
2019
Q2
$922K
Sell
30,866
-269
-0.9%
-$8.02K
0.42%
67
2019
Q1
$923K
Buy
+31,135
New
+$922K
0.44%
63
Other funds holding SPTS
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing, Michigan
$8.81B AUM
10.88%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
MCM
Model Capital Management
Wellesley, Massachusetts
$422M AUM
2.75%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
SF
Synovus Financial
Columbus, Georgia
$8.74B AUM
12.78%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
CPO
Cerity Partners OCIO
New York
$1.67B AUM
13.22%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38.1B AUM
19.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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