Capstone Triton Financial Group’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Capstone Triton Financial Group’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	$462K	Sell	15,930 -15,794	-50%	-$459K	0.27%	76
2026 Q1	$927K	Buy	31,724 +15,862	+100%	+$464K	1.62%	16
2025 Q4	$464K	Hold	15,862	–	–	0.31%	70
2025 Q3	$465K	Sell	15,862 -773	-5%	-$22.6K	0.31%	73
2025 Q2	$942K	Buy	+16,635	New	+$486K	0.68%	56
2024 Q4	$458K	Hold	15,777	–	–	0.29%	79
2024 Q3	$464K	Buy	15,777 +100	+0.6%	+$2.92K	0.3%	77
2024 Q2	$453K	Sell	15,677 -5,309	-25%	-$153K	0.32%	73
2024 Q1	$607K	Buy	20,986 +100	+0.5%	+$2.9K	0.43%	71
2023 Q4	$607K	Hold	20,886	–	–	0.44%	64
2023 Q3	$600K	Hold	20,886	–	–	0.44%	65
2023 Q2	$601K	Hold	20,886	–	–	0.41%	69
2023 Q1	$610K	Hold	20,886	–	–	0.46%	68
2022 Q4	$603K	Hold	20,886	–	–	0.48%	67
2022 Q3	$604K	Hold	20,886	–	–	0.52%	65
2022 Q2	$614K	Hold	20,886	–	–	0.46%	69
2022 Q1	$617K	Sell	20,886 -6,666	-24%	-$200K	0.43%	73
2021 Q4	$839K	Hold	27,552	–	–	1.69%	18
2021 Q3	$841K	Hold	27,552	–	–	0.51%	51
2021 Q2	$844K	Sell	27,552 -3,400	-11%	-$104K	0.52%	47
2021 Q1	$949K	Sell	30,952 -5,233	-14%	-$161K	0.63%	43
2020 Q4	$1.11M	Buy	+36,185	New	+$1.11M	0.68%	41

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

Capstone Triton Financial Group's SPTS Position: Q2 2026 in Review

Capstone Triton Financial Group reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 50% in Q2 2026, selling an estimated $459K and leaving 15,930 shares worth $462K. The position accounts for 0.27% of the portfolio, ranked #76.

Capstone Triton Financial Group first reported a position in SPTS in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.11M in Q4 2020. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Capstone Triton Financial Group held 15,930 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $462K as of Q2 2026.
Capstone Triton Financial Group sold 15,794 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $459K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.27% of Capstone Triton Financial Group's portfolio in Q2 2026, its #76 holding.
Capstone Triton Financial Group first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2020 and has held it in 22 quarters since.
Capstone Triton Financial Group's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.11M in Q4 2020.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.