Resource Planning Group’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Resource Planning Group’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	-18,575	Closed	-$537K	–	68
2022 Q3	$537K	Buy	+18,575	New	+$544K	0.47%	40
2022 Q1	–	Sell	-7,656	Closed	-$233K	–	71
2021 Q4	$233K	Buy	+7,656	New	+$234K	0.16%	63

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Resource Planning Group's SPTS Position: Q4 2022 in Review

Resource Planning Group sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2022, closing a stake of 18,575 shares — an estimated $537K sold.

Resource Planning Group first reported a position in SPTS in Q4 2021 and held it in 2 quarters. The position peaked at $537K in Q3 2022. 304 funds tracked by Wall St. Rank hold SPTS as of Q4 2022.

Resource Planning Group reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
Resource Planning Group sold 18,575 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2022, an estimated $537K.
Resource Planning Group first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2021 and held it in 2 quarters.
Resource Planning Group's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $537K in Q3 2022.
304 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2022.

Based on Resource Planning Group's 13F filing for Q4 2022, filed 31 Jan 2023.