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

AMJ 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 		– Sell
-21,549
Closed -$631K – 101
2025
Q2 		$631K Buy
+21,549
New +$629K 0.16% 60
2024
Q2 		– Sell
-9,281
Closed -$268K – 83
2024
Q1 		$268K Sell
9,281
-2,647
-22% -$76.7K 0.09% 69
2023
Q4 		$346K Sell
11,928
-15,254
-56% -$439K 0.15% 60
2023
Q3 		$781K Sell
27,182
-7,478
-22% -$215K 0.36% 43
2023
Q2 		$998K Sell
34,660
-523,519
-94% -$15.2M 0.44% 44
2023
Q1 		$16.3M Buy
558,179
+539,132
+2,831% +$15.6M 10.5% 1
2022
Q4 		$550K Sell
19,047
-178
-0.9% -$5.14K 0.33% 36
2022
Q3 		$556K Sell
19,225
-1,033
-5% -$30.3K 0.36% 35
2022
Q2 		$597K Buy
20,258
+798
+4% +$23.6K 0.5% 32
2022
Q1 		$577K Sell
19,460
-150
-0.8% -$4.51K 0.23% 54
2021
Q4 		$597K Buy
19,610
+7,978
+69% +$243K 0.22% 59
2021
Q3 		$356K Sell
11,632
-12,347
-51% -$379K 0.15% 75
2021
Q2 		$735K Buy
23,979
+11,873
+98% +$364K 0.32% 54
2021
Q1 		$371K Sell
12,106
-2,018
-14% -$61.9K 0.18% 63
2020
Q4 		$434K Sell
14,124
-206,978
-94% -$6.35M 0.22% 63
2020
Q3 		$6.79M Buy
221,102
+195,007
+747% +$5.99M 4% 3
2020
Q2 		$802K Sell
26,095
-284,689
-92% -$8.74M 0.55% 38
2020
Q1 		$9.55M Buy
310,784
+181,284
+140% +$5.48M 16.57% 1
2019
Q4 		$3.88M Buy
+129,500
New +$3.88M 2.73% 15

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

AMJ Financial Wealth Management sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q3 2025, closing a stake of 21,549 shares — an estimated $631K sold.

AMJ Financial Wealth Management first reported a position in SPTS in Q4 2019 and held it in 19 quarters. The position peaked at $16.3M in Q1 2023. 393 funds tracked by Wall St. Rank hold SPTS as of Q3 2025.

  • AMJ Financial Wealth Management reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 21,549 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2025, an estimated $631K.
  • AMJ Financial Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2019 and held it in 19 quarters.
  • AMJ Financial Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $16.3M in Q1 2023.
  • 393 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.