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

United Capital 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
2023 Q1	–	Sell	-8,531	Closed	-$246K	–	1065
2022 Q4	$246K	Sell	8,531 -1,794	-17%	-$51.8K	﹤0.01%	930
2022 Q3	$298K	Buy	+10,325	New	+$302K	﹤0.01%	911
2022 Q1	–	Sell	-7,608	Closed	-$232K	–	1224
2021 Q4	$232K	Buy	7,608 +771	+11%	+$23.5K	﹤0.01%	1106
2021 Q3	$209K	Sell	6,837 -2,615	-28%	-$80.2K	﹤0.01%	1130
2021 Q2	$290K	Buy	9,452 +2,615	+38%	+$80.2K	﹤0.01%	1032
2021 Q1	$210K	Hold	6,837	–	–	﹤0.01%	1106
2020 Q4	$210K	Hold	6,837	–	–	﹤0.01%	1117
2020 Q3	$210K	Hold	6,837	–	–	﹤0.01%	1064
2020 Q2	$210K	Hold	6,837	–	–	﹤0.01%	1093
2020 Q1	$210K	Buy	+6,837	New	+$207K	﹤0.01%	1058

Other funds holding SPTS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

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

MERSOM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RBA

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

United Capital Financial Advisors's SPTS Position: Q1 2023 in Review

United Capital Financial Advisors sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2023, closing a stake of 8,531 shares — an estimated $246K sold.

United Capital Financial Advisors first reported a position in SPTS in Q1 2020 and held it in 10 quarters. The position peaked at $298K in Q3 2022. 331 funds tracked by Wall St. Rank hold SPTS as of Q1 2023.

United Capital Financial Advisors reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
United Capital Financial Advisors sold 8,531 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2023, an estimated $246K.
United Capital Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2020 and held it in 10 quarters.
United Capital Financial Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $298K in Q3 2022.
331 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.