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

Burney Company’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
Q4 		– Sell
-6,937
Closed -$203K – 636
2025
Q3 		$203K Buy
+6,937
New +$203K 0.01% 569
2023
Q2 		– Sell
-6,927
Closed -$202K – 591
2023
Q1 		$202K Hold
6,927
– – 0.01% 542
2022
Q4 		$200K Buy
+6,927
New +$200K 0.01% 530

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 22.9% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Burney Company's SPTS Position: Q4 2025 in Review

Burney Company sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2025, closing a stake of 6,937 shares — an estimated $203K sold.

Burney Company first reported a position in SPTS in Q4 2022 and held it in 3 quarters. The position peaked at $203K in Q3 2025. 423 funds tracked by Wall St. Rank hold SPTS as of Q4 2025.

  • Burney Company reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Burney Company sold 6,937 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2025, an estimated $203K.
  • Burney Company first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2022 and held it in 3 quarters.
  • Burney Company's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $203K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2025.

Based on Burney Company's 13F filing for Q4 2025, filed 23 Jan 2026.