Abich Financial Wealth Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Abich Financial Wealth Management’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
2025 Q3	$1.32M	Buy	+45,037	New	+$1.32M	0.47%	18
2024 Q3	$51.4K	Sell	1,748 -7,821	-82%	-$228K	0.12%	89
2024 Q2	$276K	Buy	9,569 +2,963	+45%	+$85.3K	0.19%	23
2024 Q1	$191K	Sell	6,606 -6,865	-51%	-$199K	0.15%	29
2023 Q4	$391K	Buy	+13,471	New	+$388K	0.37%	12

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Abich Financial Wealth Management's SPTS Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q3 2025: 45,037 shares worth $1.32M. The stake represents 0.47% of the portfolio and ranks #18 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SPTS as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in SPTS in Q4 2023 and has held it in 5 quarters since. 393 funds tracked by Wall St. Rank hold SPTS as of Q3 2025.

Abich Financial Wealth Management held 45,037 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $1.32M as of Q3 2025.
State Street SPDR Portfolio Short Term Treasury ETF was a new Abich Financial Wealth Management position in Q3 2025.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.47% of Abich Financial Wealth Management's portfolio in Q3 2025, its #18 holding.
Abich Financial Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2023 and has held it in 5 quarters since.
393 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.