APFP
SPTB

Action Point Financial Planning’s State Street SPDR Portfolio Treasury ETF SPTB Stock Holding History

Action Point Financial Planning’s Portfolio SPTB Stock Details SPTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60.1K Buy
+2,001
New +$60.2K 0.01% 756

Other funds holding SPTB

AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
PR
Payden & Rygel Los Angeles, California $1.3B AUM 32.58% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
SWM
Schwallier Wealth Management Grand Rapids, Michigan $158M AUM 16.81% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Action Point Financial Planning's SPTB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street SPDR Portfolio Treasury ETF (SPTB) in Q2 2026: 2,001 shares worth $60.1K. The stake represents 0.01% of the portfolio and ranks #756 among its holdings.

44 funds tracked by Wall St. Rank hold SPTB as of Q2 2026.

  • Action Point Financial Planning held 2,001 shares of State Street SPDR Portfolio Treasury ETF worth $60.1K as of Q2 2026.
  • State Street SPDR Portfolio Treasury ETF was a new Action Point Financial Planning position in Q2 2026.
  • State Street SPDR Portfolio Treasury ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #756 holding.
  • 44 funds tracked by Wall St. Rank held State Street SPDR Portfolio Treasury ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.