WhitTier Trust Company’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

WhitTier Trust Company’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	-1,575	Closed	-$45.7K	–	1458
2024 Q4	$45.7K	Hold	1,575	–	–	﹤0.01%	774
2024 Q3	$46.3K	Hold	1,575	–	–	﹤0.01%	774
2024 Q2	$45.5K	Hold	1,575	–	–	﹤0.01%	730
2024 Q1	$45.5K	Hold	1,575	–	–	﹤0.01%	703
2023 Q4	$45.7K	Hold	1,575	–	–	﹤0.01%	684
2023 Q3	$45.2K	Sell	1,575 -1,204	-43%	-$34.6K	﹤0.01%	665
2023 Q2	$80K	Buy	2,779 +1,204	+76%	+$35K	﹤0.01%	597
2023 Q1	$46K	Hold	1,575	–	–	﹤0.01%	678
2022 Q4	$45.5K	Hold	1,575	–	–	﹤0.01%	683
2022 Q3	$46K	Buy	+1,575	New	+$46.1K	﹤0.01%	680

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 $13.5B AUM 19.09% 1-Year Est. Return

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

WhitTier Trust Company's SPTS Position: Q1 2025 in Review

WhitTier Trust Company sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2025, closing a stake of 1,575 shares — an estimated $45.7K sold.

WhitTier Trust Company first reported a position in SPTS in Q3 2022 and held it in 10 quarters. The position peaked at $80K in Q2 2023. 380 funds tracked by Wall St. Rank hold SPTS as of Q1 2025.

WhitTier Trust Company reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
WhitTier Trust Company sold 1,575 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2025, an estimated $45.7K.
WhitTier Trust Company first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2022 and held it in 10 quarters.
WhitTier Trust Company's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $80K in Q2 2023.
380 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2025.

Based on WhitTier Trust Company's 13F filing for Q1 2025, filed 2 May 2025.