Centurion Wealth Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Centurion Wealth Management’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 Q3	$384K	Sell	13,391 -5,228	-28%	-$151K	0.09%	184
2026 Q2	$540K	Sell	18,619 -3,381	-15%	-$98.2K	0.13%	149
2026 Q1	$642K	Sell	22,000 -5,000	-19%	-$146K	0.14%	132
2025 Q4	$791K	Sell	27,000 -1,000	-4%	-$29.3K	0.17%	103
2025 Q3	$821K	Buy	+28,000	New	+$819K	0.19%	100

Other funds holding SPTS

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Private Wealth Group Tampa, Florida $263M AUM 10.69% 1-Year Est. Return

S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return

Centurion Wealth Management's SPTS Position: Q3 2026 in Review

Centurion Wealth Management reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 28% in Q3 2026, selling an estimated $151K and leaving 13,391 shares worth $384K. The position accounts for 0.09% of the portfolio, ranked #184.

Centurion Wealth Management first reported a position in SPTS in Q3 2025 and has held it in 5 quarters since. The position peaked at $821K in Q3 2025. 82 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

Centurion Wealth Management held 13,391 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $384K as of Q3 2026.
Centurion Wealth Management sold 5,228 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2026, an estimated $151K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.09% of Centurion Wealth Management's portfolio in Q3 2026, its #184 holding.
Centurion Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2025 and has held it in 5 quarters since.
Centurion Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $821K in Q3 2025.
82 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.