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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
Q2 		– Sell
-327,772
Closed -$9.56M – 42
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 $9.05B AUM 13.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
LPL Financial
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
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AllGen Financial Advisors's SPTS Position: Q2 2026 in Review

AllGen Financial Advisors sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2026, closing a stake of 327,772 shares — an estimated $9.56M sold.

AllGen Financial Advisors first reported a position in SPTS in Q1 2026 and held it in 1 quarter. The position peaked at $9.56M in Q1 2026. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • AllGen Financial Advisors reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • AllGen Financial Advisors sold 327,772 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $9.56M.
  • AllGen Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • AllGen Financial Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $9.56M in Q1 2026.
  • 410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on AllGen Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.