True Link Financial Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

True Link Financial 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
2024 Q4	–	Sell	-28,600	Closed	-$841K	–	80
2024 Q3	$841K	Sell	28,600 -1,000	-3%	-$29.2K	0.07%	31
2024 Q2	$855K	Hold	29,600	–	–	0.08%	29
2024 Q1	$856K	Sell	29,600 -6,900	-19%	-$200K	0.08%	30
2023 Q4	$1.06M	Sell	36,500 -15,175	-29%	-$437K	0.11%	26
2023 Q3	$1.48M	Sell	51,675 -400	-0.8%	-$11.5K	0.18%	35
2023 Q2	$1.5M	Hold	52,075	–	–	0.18%	38
2023 Q1	$1.52M	Hold	52,075	–	–	0.19%	41
2022 Q4	$1.5M	Hold	52,075	–	–	0.2%	37
2022 Q3	$1.5M	Hold	52,075	–	–	0.22%	40
2022 Q2	$1.53M	Hold	52,075	–	–	0.23%	46
2022 Q1	$1.54M	Hold	52,075	–	–	0.22%	45
2021 Q4	$1.58M	Sell	52,075 -400	-0.8%	-$12.2K	0.21%	52
2021 Q3	$1.61M	Buy	52,475 +5,000	+11%	+$153K	0.22%	50
2021 Q2	$1.46M	Hold	47,475	–	–	0.21%	50
2021 Q1	$1.46M	Buy	47,475 +33,000	+228%	+$1.01M	0.21%	53
2020 Q4	$445K	Buy	+14,475	New	+$444K	0.07%	109

Other funds holding SPTS

MERSOM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

True Link Financial Advisors's SPTS Position: Q4 2024 in Review

True Link Financial Advisors sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2024, closing a stake of 28,600 shares — an estimated $841K sold.

True Link Financial Advisors first reported a position in SPTS in Q4 2020 and held it in 16 quarters. The position peaked at $1.61M in Q3 2021. 393 funds tracked by Wall St. Rank hold SPTS as of Q4 2024.

True Link Financial Advisors reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
True Link Financial Advisors sold 28,600 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2024, an estimated $841K.
True Link Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2020 and held it in 16 quarters.
True Link Financial Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.61M in Q3 2021.
393 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2024.

Based on True Link Financial Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.