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Kroeger Financial Partners’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Kroeger Financial Partners’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 		$108K Buy
+3,723
New +$108K 0.1% 64

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

Kroeger Financial Partners's SPTS Position: Q2 2026 in Review

Kroeger Financial Partners opened a new position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2026: 3,723 shares worth $108K. The stake represents 0.1% of the portfolio and ranks #64 among its holdings.

151 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Kroeger Financial Partners held 3,723 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $108K as of Q2 2026.
  • State Street SPDR Portfolio Short Term Treasury ETF was a new Kroeger Financial Partners position in Q2 2026.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.1% of Kroeger Financial Partners's portfolio in Q2 2026, its #64 holding.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Kroeger Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.