ACM
SPTS icon

Appalachian Capital Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Appalachian Capital 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
2026
Q1 		– Sell
-8,431
Closed -$247K – 47
2025
Q4 		$247K Buy
+8,431
New +$247K 0.2% 37

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Appalachian Capital Management's SPTS Position: Q1 2026 in Review

Appalachian Capital Management sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2026, closing a stake of 8,431 shares — an estimated $247K sold.

Appalachian Capital Management first reported a position in SPTS in Q4 2025 and held it in 1 quarter. The position peaked at $247K in Q4 2025. 423 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • Appalachian Capital Management reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Appalachian Capital Management sold 8,431 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $247K.
  • Appalachian Capital Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Appalachian Capital Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $247K in Q4 2025.
  • 423 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Appalachian Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.