Strategic Investment Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Strategic Investment 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
2020 Q4	–	Sell	-67,965	Closed	-$2.09M	–	210
2020 Q3	$2.09M	Sell	67,965 -24,611	-27%	-$756K	0.7%	40
2020 Q2	$2.84M	Buy	+92,576	New	+$2.84M	1.07%	27

Other funds holding SPTS

MERSOM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return

MKA

M. Kulyk & Associates Decatur, Georgia $536M AUM 18.28% 1-Year Est. Return

Strategic Investment Advisors's SPTS Position: Q4 2020 in Review

Strategic Investment Advisors sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2020, closing a stake of 67,965 shares — an estimated $2.09M sold.

Strategic Investment Advisors first reported a position in SPTS in Q2 2020 and held it in 2 quarters. The position peaked at $2.84M in Q2 2020. 238 funds tracked by Wall St. Rank hold SPTS as of Q4 2020.

Strategic Investment Advisors reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2020 after selling out during the quarter.
Strategic Investment Advisors sold 67,965 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2020, an estimated $2.09M.
Strategic Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2020 and held it in 2 quarters.
Strategic Investment Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $2.84M in Q2 2020.
238 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2020.

Based on Strategic Investment Advisors's 13F filing for Q4 2020, filed 13 Jan 2021.