RiverFront Investment Group
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RiverFront Investment Group’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

RiverFront Investment 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
2024
Q1 		– Sell
-3,480,391
Closed -$101M – 140
2023
Q4 		$101M Buy
+3,480,391
New +$100M 3.17% 10

Other funds holding SPTS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

RiverFront Investment Group's SPTS Position: Q1 2024 in Review

RiverFront Investment Group sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2024, closing a stake of 3,480,391 shares — an estimated $101M sold.

RiverFront Investment Group first reported a position in SPTS in Q4 2023 and held it in 1 quarter. The position peaked at $101M in Q4 2023. 345 funds tracked by Wall St. Rank hold SPTS as of Q1 2024.

  • RiverFront Investment Group reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • RiverFront Investment Group sold 3,480,391 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2024, an estimated $101M.
  • RiverFront Investment Group first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2023 and held it in 1 quarter.
  • RiverFront Investment Group's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $101M in Q4 2023.
  • 345 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2024.

Based on RiverFront Investment Group's 13F filing for Q1 2024, filed 2 May 2024.