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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$3.62M Buy
123,832
+3,077
+3% +$89.4K 1.07% 27
2024
Q4
$3.5M Buy
120,755
+12
+0% +$349 1.08% 27
2024
Q3
$3.55M Sell
120,743
-627
-0.5% -$18.3K 1.11% 27
2024
Q2
$3.5M Buy
121,370
+9,202
+8% +$265K 1.17% 25
2024
Q1
$3.24M Buy
112,168
+38
+0% +$1.1K 1.12% 24
2023
Q4
$3.26M Buy
112,130
+1,134
+1% +$32.7K 1.21% 24
2023
Q3
$3.19M Buy
+110,996
New +$3.19M 1.32% 23

Other funds holding SPTS

US Financial Advisors's SPTS Position: Q1 2025 in Review

US Financial Advisors increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 2.5% in Q1 2025, buying an estimated $89.4K and bringing the position to 123,832 shares worth $3.62M. The position accounts for 1.07% of the portfolio, ranked #27.

US Financial Advisors first reported a position in SPTS in Q3 2023 and has held it in 7 quarters since. 381 funds tracked by Wall St. Rank hold SPTS as of Q1 2025.

  • US Financial Advisors held 123,832 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $3.62M as of Q1 2025.
  • US Financial Advisors bought 3,077 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2025, an estimated $89.4K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 1.07% of US Financial Advisors's portfolio in Q1 2025, its #27 holding.
  • US Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2023 and has held it in 7 quarters since.
  • 381 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.