Tortoise Investment Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Tortoise Investment Management’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 Q3	–	Sell	-700	Closed	-$22K	–	542
2020 Q2	$22K	Hold	700	–	–	0.01%	292
2020 Q1	$22K	Hold	700	–	–	0.01%	282
2019 Q4	$21K	Hold	700	–	–	﹤0.01%	319
2019 Q3	$21K	Sell	700 -170	-20%	-$5.1K	0.01%	312
2019 Q2	$26K	Hold	870	–	–	0.01%	311
2019 Q1	$26K	Buy	870 +170	+24%	+$5.04K	0.01%	304
2018 Q4	$21K	Buy	+700	New	+$20.6K	0.01%	308

Other funds holding SPTS

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

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

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

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

Carson Wealth (CWM LLC)

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

Royal Bank of Canada

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

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

Envestnet Asset Management

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

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

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