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

BAM 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
2026
Q3 		– Sell
-11,556
Closed -$335K – 216
2026
Q2 		$335K Sell
11,556
-1,532
-12% -$44.5K 0.21% 125
2026
Q1 		$382K Sell
13,088
-6,459
-33% -$189K 0.29% 86
2025
Q4 		$572K Sell
19,547
-1,811
-8% -$53.1K 0.41% 66
2025
Q3 		$626K Buy
+21,358
New +$624K 0.49% 57

Other funds holding SPTS

Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Evermay Wealth Management
Evermay Wealth Management Arlington, Virginia $996M AUM 10.6% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return
Quent Capital
Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return

BAM Wealth Management's SPTS Position: Q3 2026 in Review

BAM Wealth Management sold out of State Street SPDR Portfolio Short Term Treasury Index ETF (SPTS) in Q3 2026, closing a stake of 11,556 shares — an estimated $335K sold.

BAM Wealth Management first reported a position in SPTS in Q3 2025 and held it in 4 quarters. The position peaked at $626K in Q3 2025. 277 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

  • BAM Wealth Management reported no remaining State Street SPDR Portfolio Short Term Treasury Index ETF position as of Q3 2026 after selling out during the quarter.
  • BAM Wealth Management sold 11,556 State Street SPDR Portfolio Short Term Treasury Index ETF shares in Q3 2026, an estimated $335K.
  • BAM Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury Index ETF in Q3 2025 and held it in 4 quarters.
  • BAM Wealth Management's State Street SPDR Portfolio Short Term Treasury Index ETF position peaked at $626K in Q3 2025.
  • 277 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury Index ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.