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

Uma Financial Services, Inc.

$601 Million
Q2 2025

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

429

Shares Held

178M

Call Options Held

0

Put Options Held

0

Municipal Employees' Retirement System Of Michigan

21.9M
Shares

$641 Million
7.73% of portfolio
Bank Of America Corp Charlotte, NC

20.5M
Shares

$598 Million
0.05% of portfolio
State Street Corp Boston, MA

12M
Shares

$351 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.75M
Shares

$285 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

7.48M
Shares

$219 Million
0.09% of portfolio

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