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1620 Investment Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

1620 Investment Advisors’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
2026
Q2 		$3.08M Sell
106,100
-507
-0.5% -$14.7K 1.91% 8
2026
Q1 		$3.11M Buy
106,607
+694
+0.7% +$20.3K 2.1% 5
2025
Q4 		$3.1M Buy
105,913
+368
+0.3% +$10.8K 2.07% 5
2025
Q3 		$3.09M Sell
105,545
-1,549
-1% -$45.3K 2.1% 6
2025
Q2 		$3.14M Buy
107,094
+422
+0.4% +$12.3K 2.22% 4
2025
Q1 		$3.12M Buy
106,672
+6,942
+7% +$202K 2.39% 2
2024
Q4 		$2.89M Buy
99,730
+1,881
+2% +$54.7K 2.19% 3
2024
Q3 		$2.88M Sell
97,849
-1,039
-1% -$30.3K 2.07% 6
2024
Q2 		$2.85M Buy
98,888
+28,978
+41% +$834K 2.19% 4
2024
Q1 		$2.02M Buy
69,910
+4,590
+7% +$133K 2.03% 8
2023
Q4 		$1.9M Buy
65,320
+4,640
+8% +$134K 2.07% 8
2023
Q3 		$1.74M Buy
60,680
+133
+0.2% +$3.82K 1.97% 10
2023
Q2 		$1.74M Buy
60,547
+8,564
+16% +$249K 1.89% 11
2023
Q1 		$1.52M Buy
51,983
+15,079
+41% +$437K 1.83% 9
2022
Q4 		$1.07M Buy
36,904
+24,597
+200% +$711K 1.29% 19
2022
Q3 		$356K Buy
+12,307
New +$361K 0.53% 65

Other funds holding SPTS

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

1620 Investment Advisors's SPTS Position: Q2 2026 in Review

1620 Investment Advisors reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.48% in Q2 2026, selling an estimated $14.7K and leaving 106,100 shares worth $3.08M. The position accounts for 1.91% of the portfolio, ranked #8.

1620 Investment Advisors first reported a position in SPTS in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.14M in Q2 2025. 145 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • 1620 Investment Advisors held 106,100 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $3.08M as of Q2 2026.
  • 1620 Investment Advisors sold 507 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $14.7K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 1.91% of 1620 Investment Advisors's portfolio in Q2 2026, its #8 holding.
  • 1620 Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
  • 1620 Investment Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $3.14M in Q2 2025.
  • 145 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.