Chesley Taft & Associates’s State Street SPDR Portfolio Short Term Treasury Index ETF SPTS Stock Holding History

Chesley Taft & Associates’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	$234K	Hold	8,150	–	–	0.01%	348
2026 Q2	$236K	Hold	8,150	–	–	0.01%	351
2026 Q1	$238K	Hold	8,150	–	–	0.01%	344
2025 Q4	$239K	Hold	8,150	–	–	0.01%	347
2025 Q3	$239K	Hold	8,150	–	–	0.01%	331
2025 Q2	$239K	Hold	8,150	–	–	0.01%	319
2025 Q1	$238K	Hold	8,150	–	–	0.01%	318
2024 Q4	$236K	Hold	8,150	–	–	0.01%	307
2024 Q3	$240K	Hold	8,150	–	–	0.01%	307
2024 Q2	$235K	Hold	8,150	–	–	0.01%	296
2024 Q1	$236K	Hold	8,150	–	–	0.01%	300
2023 Q4	$237K	Hold	8,150	–	–	0.01%	292
2023 Q3	$234K	Hold	8,150	–	–	0.02%	278
2023 Q2	$235K	Hold	8,150	–	–	0.01%	281
2023 Q1	$238K	Hold	8,150	–	–	0.02%	278
2022 Q4	$235K	Hold	8,150	–	–	0.02%	275
2022 Q3	$236K	Hold	8,150	–	–	0.02%	265
2022 Q2	$240K	Sell	8,150 -728	-8%	-$21.5K	0.02%	275
2022 Q1	$263K	Hold	8,878	–	–	0.02%	275
2021 Q4	$270K	Hold	8,878	–	–	0.01%	275
2021 Q3	$272K	Buy	+8,878	New	+$272K	0.02%	281

Other funds holding SPTS

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Chesley Taft & Associates's SPTS Position: Q3 2026 in Review

Chesley Taft & Associates held its State Street SPDR Portfolio Short Term Treasury Index ETF (SPTS) position steady in Q3 2026 at 8,150 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #348.

Chesley Taft & Associates first reported a position in SPTS in Q3 2021 and has held it in 21 quarters since. The position peaked at $272K in Q3 2021. 371 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

Chesley Taft & Associates held 8,150 shares of State Street SPDR Portfolio Short Term Treasury Index ETF worth $234K as of Q3 2026.
Chesley Taft & Associates left its State Street SPDR Portfolio Short Term Treasury Index ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio Short Term Treasury Index ETF made up 0.01% of Chesley Taft & Associates's portfolio in Q3 2026, its #348 holding.
Chesley Taft & Associates first reported a position in State Street SPDR Portfolio Short Term Treasury Index ETF in Q3 2021 and has held it in 21 quarters since.
Chesley Taft & Associates's State Street SPDR Portfolio Short Term Treasury Index ETF position peaked at $272K in Q3 2021.
371 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury Index ETF as of Q3 2026.

Based on Chesley Taft & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.