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Brown, Lisle/Cummings’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Brown, Lisle/Cummings’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 		$5.8K Hold
200
– – ﹤0.01% 683
2026
Q1 		$5.84K Buy
+200
New +$5.85K ﹤0.01% 652

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
LPL Financial
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
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brown, Lisle/Cummings's SPTS Position: Q2 2026 in Review

Brown, Lisle/Cummings held its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) position steady in Q2 2026 at 200 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Brown, Lisle/Cummings first reported a position in SPTS in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.84K in Q1 2026. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Brown, Lisle/Cummings held 200 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $5.8K as of Q2 2026.
  • Brown, Lisle/Cummings left its State Street SPDR Portfolio Short Term Treasury ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #683 holding.
  • Brown, Lisle/Cummings first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Brown, Lisle/Cummings's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $5.84K in Q1 2026.
  • 410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.