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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
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 $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capstone Triton Financial Group's SPTS Position: Q1 2026 in Review

Capstone Triton Financial Group increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 100% in Q1 2026, buying an estimated $464K and bringing the position to 31,724 shares worth $927K. The position accounts for 1.62% of the portfolio, ranked #16.

Capstone Triton Financial Group first reported a position in SPTS in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.11M in Q4 2020. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • Capstone Triton Financial Group held 31,724 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $927K as of Q1 2026.
  • Capstone Triton Financial Group bought 15,862 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $464K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 1.62% of Capstone Triton Financial Group's portfolio in Q1 2026, its #16 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 21 quarters since.
  • Capstone Triton Financial Group's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.11M in Q4 2020.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.