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

Boston Standard 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 Q2	$25.9M	Buy	895,179 +42,181	+5%	+$1.23M	3.76%	7
2026 Q1	$24.8M	Buy	852,998 +28,203	+3%	+$825K	4.06%	6
2025 Q4	$24.1M	Buy	824,795 +39,554	+5%	+$1.16M	3.99%	6
2025 Q3	$23M	Buy	785,241 +37,631	+5%	+$1.1M	3.87%	6
2025 Q2	$21.9M	Buy	747,610 +22,916	+3%	+$669K	3.94%	7
2025 Q1	$20.9M	Sell	724,694 -1,969	-0.3%	-$57.2K	4.6%	6
2024 Q4	$21.1M	Buy	726,663 +19,031	+3%	+$553K	4.1%	7
2024 Q3	$20.8M	Sell	707,632 -17,062	-2%	-$498K	4.05%	7
2024 Q2	$20.9M	Buy	724,694 +5,078	+0.7%	+$146K	4.6%	6
2024 Q1	$20.8M	Buy	719,616 +72,116	+11%	+$2.09M	4.71%	6
2023 Q4	$18.6M	Hold	647,500	–	–	4.91%	5
2023 Q3	$18.6M	Buy	647,500 +54,309	+9%	+$1.56M	4.91%	5
2023 Q2	$17.1M	Buy	593,191 +85,802	+17%	+$2.49M	4.37%	6
2023 Q1	$14.8M	Sell	507,389 -13,477	-3%	-$391K	4.26%	6
2022 Q4	$15M	Buy	520,866 +15,942	+3%	+$461K	4.47%	6
2022 Q3	$14.6M	Sell	504,924 -9,035	-2%	-$265K	4.9%	6
2022 Q2	$15.2M	Sell	513,959 -50,366	-9%	-$1.49M	4.88%	6
2022 Q1	$16.7M	Sell	564,325 -5,142,620	-90%	-$155M	4.8%	6
2021 Q4	$17.4M	Buy	5,706,945 +5,127,455	+885%	+$156M	4.84%	6
2021 Q3	$17.8M	Buy	579,490 +8,244	+1%	+$253K	5.3%	5
2021 Q2	$17.5M	Buy	571,246 +29,367	+5%	+$901K	5.3%	6
2021 Q1	$16.6M	Buy	541,879 +68,254	+14%	+$2.09M	5.41%	6
2020 Q4	$14.5M	Buy	473,625 +30,549	+7%	+$937K	5.41%	6
2020 Q3	$13.6M	Buy	443,076 +29,413	+7%	+$903K	5.73%	6
2020 Q2	$12.7M	Buy	413,663 +5,016	+1%	+$154K	5.74%	6
2020 Q1	$12.5M	Buy	408,647 +58,318	+17%	+$1.76M	6.81%	6
2019 Q4	$10.5M	Buy	350,329 +4,335	+1%	+$130K	4.69%	6
2019 Q3	$10.4M	Buy	345,994 +28,500	+9%	+$855K	5.01%	6
2019 Q2	$9.51M	Buy	317,494 +42,552	+15%	+$1.27M	4.65%	6
2019 Q1	$8.16M	Buy	274,942 +34,183	+14%	+$1.01M	4.25%	6
2018 Q4	$7.12M	Buy	240,759 +43,151	+22%	+$1.27M	4.24%	6
2018 Q3	$5.81M	Buy	+197,608	New	+$5.83M	3.16%	11
2018 Q1	$4.79M	Buy	161,453 +18,251	+13%	+$542K	3%	10
2017 Q4	$4.28M	Buy	+143,202	New	+$4.3M	2.72%	10

Other funds holding SPTS

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Boston Standard Wealth Management's SPTS Position: Q2 2026 in Review

Boston Standard Wealth Management increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 4.9% in Q2 2026, buying an estimated $1.23M and bringing the position to 895,179 shares worth $25.9M. The position accounts for 3.76% of the portfolio, ranked #7.

Boston Standard Wealth Management first reported a position in SPTS in Q4 2017 and has held it in 34 quarters since. 182 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Boston Standard Wealth Management held 895,179 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $25.9M as of Q2 2026.
Boston Standard Wealth Management bought 42,181 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $1.23M.
State Street SPDR Portfolio Short Term Treasury ETF made up 3.76% of Boston Standard Wealth Management's portfolio in Q2 2026, its #7 holding.
Boston Standard Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2017 and has held it in 34 quarters since.
182 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.