Advisor Resource Council’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Advisor Resource Council’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	$805K	Sell	27,800 -56,122	-67%	-$1.63M	0.23%	93
2026 Q1	$2.45M	Sell	83,922 -5,988	-7%	-$175K	0.79%	18
2025 Q4	$2.63M	Buy	+89,910	New	+$2.63M	0.93%	18
2025 Q2	–	Sell	-60,458	Closed	-$1.61M	–	532
2025 Q1	$1.61M	Buy	+60,458	New	+$1.76M	0.13%	178
2024 Q1	–	Sell	-91,346	Closed	-$2.65M	–	485
2023 Q4	$2.65M	Buy	+91,346	New	+$2.63M	0.31%	77
2022 Q3	–	Sell	-477,527	Closed	-$14.1M	–	454
2022 Q2	$14.1M	Buy	+477,527	New	+$14.1M	1.3%	18
2022 Q1	–	Sell	-55,596	Closed	-$1.69M	–	495
2021 Q4	$1.69M	Buy	+55,596	New	+$1.7M	0.13%	168
2021 Q3	–	Sell	-209,790	Closed	-$6.43M	–	454
2021 Q2	$6.43M	Buy	+209,790	New	+$6.43M	0.67%	31

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisor Resource Council's SPTS Position: Q2 2026 in Review

Advisor Resource Council reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 67% in Q2 2026, selling an estimated $1.63M and leaving 27,800 shares worth $805K. The position accounts for 0.23% of the portfolio, ranked #93.

Advisor Resource Council first reported a position in SPTS in Q2 2021 and has held it in 8 quarters since. The position peaked at $14.1M in Q2 2022. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Advisor Resource Council held 27,800 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $805K as of Q2 2026.
Advisor Resource Council sold 56,122 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $1.63M.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.23% of Advisor Resource Council's portfolio in Q2 2026, its #93 holding.
Advisor Resource Council first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2021 and has held it in 8 quarters since.
Advisor Resource Council's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $14.1M in Q2 2022.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.