Uma Financial Services, Inc. Spdr Portfolio Short Term Trea Transaction History

Uma Financial Services, Inc.

$550 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 23, 2020	SELL	$29.96 - $30.72 $241,927 - $248,064	-8,075 Closed	0 $0
Q3 2019 Nov 26, 2019	BUY	$29.89 - $30.02 $241,361 - $242,411	8,075 New	8,075 $242,000

Others Institutions Holding SPTS

# of Institutions

403

Shares Held

176M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

22.4M
Shares

$647 Million
0.06% of portfolio
Municipal Employees' Retirement System Of Michigan

21.7M
Shares

$627 Million
8.42% of portfolio
Richard Bernstein Advisors LLC

13.6M
Shares

$391 Million
8.59% of portfolio
State Street Corp Boston, MA

12M
Shares

$348 Million
0.01% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

9.24M
Shares

$267 Million
10.18% of portfolio

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