Brown Financial Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Brown Financial Advisors’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	$578K	Buy	19,921 +539	+3%	+$15.7K	0.2%	103
2026 Q1	$566K	Sell	19,382 -810	-4%	-$23.7K	0.21%	100
2025 Q4	$591K	Sell	20,192 -528	-3%	-$15.5K	0.22%	100
2025 Q3	$608K	Sell	20,720 -98	-0.5%	-$2.87K	0.22%	95
2025 Q2	$610K	Sell	20,818 -24	-0.1%	-$700	0.24%	95
2025 Q1	$609K	Buy	+20,842	New	+$606K	0.25%	92

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

EWM

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brown Financial Advisors's SPTS Position: Q2 2026 in Review

Brown Financial Advisors increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 2.8% in Q2 2026, buying an estimated $15.7K and bringing the position to 19,921 shares worth $578K. The position accounts for 0.2% of the portfolio, ranked #103.

Brown Financial Advisors first reported a position in SPTS in Q1 2025 and has held it in 6 quarters since. The position peaked at $610K in Q2 2025. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Brown Financial Advisors held 19,921 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $578K as of Q2 2026.
Brown Financial Advisors bought 539 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $15.7K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.2% of Brown Financial Advisors's portfolio in Q2 2026, its #103 holding.
Brown Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Brown Financial Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $610K in Q2 2025.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.