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AllGen Financial Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

AllGen Financial 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 		$9.56M Buy
+327,772
New +$9.59M 2.27% 12

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 $3.01B AUM 10.24% 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 $902M AUM 14.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllGen Financial Advisors's SPTS Position: Q1 2026 in Review

AllGen Financial Advisors opened a new position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2026: 327,772 shares worth $9.56M. The stake represents 2.27% of the portfolio and ranks #12 among its holdings.

420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • AllGen Financial Advisors held 327,772 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $9.56M as of Q1 2026.
  • State Street SPDR Portfolio Short Term Treasury ETF was a new AllGen Financial Advisors position in Q1 2026.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 2.27% of AllGen Financial Advisors's portfolio in Q1 2026, its #12 holding.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on AllGen Financial Advisors's 13F filing for Q1 2026, filed 16 Jul 2026.