Chesley Taft & Associates’s State Street SPDR Portfolio Short Term Treasury 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 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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

Chesley Taft & Associates's SPTS Position: Q2 2026 in Review

Chesley Taft & Associates held its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) position steady in Q2 2026 at 8,150 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #351.

Chesley Taft & Associates first reported a position in SPTS in Q3 2021 and has held it in 20 quarters since. The position peaked at $272K in Q3 2021. 159 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Chesley Taft & Associates held 8,150 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $236K as of Q2 2026.
Chesley Taft & Associates left its State Street SPDR Portfolio Short Term Treasury ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #351 holding.
Chesley Taft & Associates first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2021 and has held it in 20 quarters since.
Chesley Taft & Associates's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $272K in Q3 2021.
159 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.