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Better Money Decisions’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Better Money Decisions’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
Q2 		$14.8M Buy
504,368
+24,181
+5% +$706K 8.98% 3
2025
Q1 		$14M Buy
480,187
+15,020
+3% +$437K 9.37% 3
2024
Q4 		$13.5M Buy
465,167
+61,051
+15% +$1.77M 9.35% 2
2024
Q3 		$11.9M Sell
404,116
-2,948
-0.7% -$86K 8.43% 3
2024
Q2 		$11.8M Buy
407,064
+23,801
+6% +$685K 8.84% 3
2024
Q1 		$11.1M Sell
383,263
-17,800
-4% -$516K 8.79% 3
2023
Q4 		$11.7M Sell
401,063
-37,466
-9% -$1.08M 9.67% 3
2023
Q3 		$12.6M Sell
438,529
-53,447
-11% -$1.54M 11.09% 3
2023
Q2 		$14.2M Buy
491,976
+118,681
+32% +$3.45M 11.55% 3
2023
Q1 		$10.9M Buy
373,295
+102,492
+38% +$2.97M 9.21% 3
2022
Q4 		$7.82M Sell
270,803
-76,384
-22% -$2.21M 6.79% 3
2022
Q3 		$10M Buy
347,187
+5,488
+2% +$161K 9.77% 3
2022
Q2 		$10.1M Buy
341,699
+22,643
+7% +$668K 8.52% 3
2022
Q1 		$9.46M Sell
319,056
-42,163
-12% -$1.27M 8.87% 3
2021
Q4 		$11M Buy
361,219
+48,064
+15% +$1.47M 9.25% 4
2021
Q3 		$9.59M Buy
313,155
+20,406
+7% +$626K 7.9% 4
2021
Q2 		$8.97M Buy
292,749
+10,206
+4% +$313K 8.02% 4
2021
Q1 		$8.66M Buy
+282,543
New +$8.67M 8.94% 4

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 22.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Better Money Decisions's SPTS Position: Q2 2025 in Review

Better Money Decisions increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 5% in Q2 2025, buying an estimated $706K and bringing the position to 504,368 shares worth $14.8M. The position accounts for 8.98% of the portfolio, ranked #3.

Better Money Decisions first reported a position in SPTS in Q1 2021 and has held it in 18 quarters since. 389 funds tracked by Wall St. Rank hold SPTS as of Q2 2025.

  • Better Money Decisions held 504,368 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $14.8M as of Q2 2025.
  • Better Money Decisions bought 24,181 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2025, an estimated $706K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 8.98% of Better Money Decisions's portfolio in Q2 2025, its #3 holding.
  • Better Money Decisions first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2021 and has held it in 18 quarters since.
  • 389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.