TrustCore Financial Services
SPTS icon

TrustCore Financial Services’s State Street SPDR Portfolio Short Term Treasury Index ETF SPTS Stock Holding History

TrustCore Financial Services’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
-321
Closed -$9K – 1139
2022
Q3 		$9K Buy
+321
New +$9.4K ﹤0.01% 771

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Morgan Stanley
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Synovus Financial
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AssetMark Inc
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Osaic Holdings
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Bank of America
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Cerity Partners OCIO
Cerity Partners OCIO New York $1.89B AUM 17.33% 1-Year Est. Return

TrustCore Financial Services's SPTS Position: Q4 2022 in Review

TrustCore Financial Services sold out of State Street SPDR Portfolio Short Term Treasury Index ETF (SPTS) in Q4 2022, closing a stake of 321 shares — an estimated $9K sold.

TrustCore Financial Services first reported a position in SPTS in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 304 funds tracked by Wall St. Rank hold SPTS as of Q4 2022.

  • TrustCore Financial Services reported no remaining State Street SPDR Portfolio Short Term Treasury Index ETF position as of Q4 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 321 State Street SPDR Portfolio Short Term Treasury Index ETF shares in Q4 2022, an estimated $9K.
  • TrustCore Financial Services first reported a position in State Street SPDR Portfolio Short Term Treasury Index ETF in Q3 2022 and held it in 1 quarter.
  • TrustCore Financial Services's State Street SPDR Portfolio Short Term Treasury Index ETF position peaked at $9K in Q3 2022.
  • 304 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury Index ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.