4A
SPTS icon

4Wealth Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

4Wealth 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
Q1 		– Sell
-7,318
Closed -$214K – 154
2025
Q4 		$214K Buy
7,318
+248
+4% +$7.27K 0.18% 136
2025
Q3 		$207K Buy
+7,070
New +$207K 0.19% 128
2025
Q2 		– Sell
-6,961
Closed -$204K – 141
2025
Q1 		$204K Sell
6,961
-1,034
-13% -$30.1K 0.22% 120
2024
Q4 		$232K Buy
+7,995
New +$232K 0.23% 130

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

4Wealth Advisors's SPTS Position: Q1 2026 in Review

4Wealth Advisors sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2026, closing a stake of 7,318 shares — an estimated $214K sold.

4Wealth Advisors first reported a position in SPTS in Q4 2024 and held it in 4 quarters. The position peaked at $232K in Q4 2024. 421 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • 4Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • 4Wealth Advisors sold 7,318 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $214K.
  • 4Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2024 and held it in 4 quarters.
  • 4Wealth Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $232K in Q4 2024.
  • 421 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on 4Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.