Van Hulzen Asset Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Van Hulzen Asset 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
2025 Q1	–	Sell	-2,533	Closed	-$73.5K	–	996
2024 Q4	$73.5K	Buy	+2,533	New	+$73.6K	0.01%	448
2020 Q4	–	Sell	-7,557	Closed	-$232K	–	305
2020 Q3	$232K	Sell	7,557 -466	-6%	-$14.3K	0.03%	228
2020 Q2	$246K	Sell	8,023 -1,841	-19%	-$56.5K	0.04%	218
2020 Q1	$303K	Buy	+9,864	New	+$298K	0.07%	180

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

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

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Van Hulzen Asset Management's SPTS Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2025, closing a stake of 2,533 shares — an estimated $73.5K sold.

Van Hulzen Asset Management first reported a position in SPTS in Q1 2020 and held it in 4 quarters. The position peaked at $303K in Q1 2020. 380 funds tracked by Wall St. Rank hold SPTS as of Q1 2025.

Van Hulzen Asset Management reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 2,533 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2025, an estimated $73.5K.
Van Hulzen Asset Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2020 and held it in 4 quarters.
Van Hulzen Asset Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $303K in Q1 2020.
380 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.