BetterWealth’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

BetterWealth’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	$227K	Hold	7,796	–	–	0.04%	79
2025 Q4	$228K	Hold	7,796	–	–	0.05%	59
2025 Q3	$229K	Hold	7,796	–	–	0.05%	60
2025 Q2	$228K	Hold	7,796	–	–	0.06%	59
2025 Q1	$228K	Hold	7,796	–	–	0.06%	58
2024 Q4	$226K	Hold	7,796	–	–	0.06%	64
2024 Q3	$229K	Hold	7,796	–	–	0.07%	57
2024 Q2	$225K	Sell	7,796 -13,494	-63%	-$388K	0.07%	56
2024 Q1	$616K	Sell	21,290 -4,487	-17%	-$130K	0.2%	33
2023 Q4	$749K	Buy	+25,777	New	+$743K	0.26%	31

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BetterWealth's SPTS Position: Q1 2026 in Review

BetterWealth held its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) position steady in Q1 2026 at 7,796 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #79.

BetterWealth first reported a position in SPTS in Q4 2023 and has held it in 10 quarters since. The position peaked at $749K in Q4 2023. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

BetterWealth held 7,796 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $227K as of Q1 2026.
BetterWealth left its State Street SPDR Portfolio Short Term Treasury ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.04% of BetterWealth's portfolio in Q1 2026, its #79 holding.
BetterWealth first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
BetterWealth's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $749K in Q4 2023.
420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.