Clear Creek Financial Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Clear Creek Financial 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 Q2	$727K	Sell	25,057 -1,641	-6%	-$47.7K	0.05%	328
2026 Q1	$779K	Buy	26,698 +1,399	+6%	+$40.9K	0.06%	298
2025 Q4	$741K	Sell	25,299 -6,876	-21%	-$201K	0.06%	289
2025 Q3	$943K	Sell	32,175 -1,167	-4%	-$34.1K	0.08%	241
2025 Q2	$977K	Sell	33,342 -194,270	-85%	-$5.67M	0.09%	224
2025 Q1	$6.66M	Buy	227,612 +191,438	+529%	+$5.57M	0.69%	28
2024 Q4	$1.05M	Sell	36,174 -9,684	-21%	-$282K	0.11%	184
2024 Q3	$1.35M	Buy	45,858 +11,302	+33%	+$330K	0.15%	130
2024 Q2	$998K	Sell	34,556 -336	-1%	-$9.67K	0.12%	155
2024 Q1	$1.01M	Buy	34,892 +1,999	+6%	+$57.9K	0.13%	145
2023 Q4	$956K	Sell	32,893 -519,888	-94%	-$15M	0.15%	118
2023 Q3	$15.9M	Buy	552,781 +531,649	+2,516%	+$15.3M	2.78%	7
2023 Q2	$608K	Sell	21,132 -564,946	-96%	-$16.4M	0.11%	155
2023 Q1	$17.1M	Buy	586,078 +317,034	+118%	+$9.2M	3.25%	6
2022 Q4	$7.77M	Sell	269,044 -41,616	-13%	-$1.2M	1.71%	13
2022 Q3	$8.98M	Buy	310,660 +19,789	+7%	+$580K	1.98%	7
2022 Q2	$8.57M	Buy	+290,871	New	+$8.59M	1.79%	12
2020 Q2	–	Sell	-143,695	Closed	-$4.41M	–	269
2020 Q1	$4.41M	Buy	143,695 +28,418	+25%	+$859K	1.68%	16
2019 Q4	$3.45M	Sell	115,277 -41,449	-26%	-$1.24M	1.35%	17
2019 Q3	$4.69M	Buy	156,726 +44,640	+40%	+$1.34M	2.27%	14
2019 Q2	$3.36M	Buy	+112,086	New	+$3.34M	1.44%	18

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

Clear Creek Financial Management's SPTS Position: Q2 2026 in Review

Clear Creek Financial Management reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 6.1% in Q2 2026, selling an estimated $47.7K and leaving 25,057 shares worth $727K. The position accounts for 0.05% of the portfolio, ranked #328.

Clear Creek Financial Management first reported a position in SPTS in Q2 2019 and has held it in 21 quarters since. The position peaked at $17.1M in Q1 2023. 150 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Clear Creek Financial Management held 25,057 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $727K as of Q2 2026.
Clear Creek Financial Management sold 1,641 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $47.7K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.05% of Clear Creek Financial Management's portfolio in Q2 2026, its #328 holding.
Clear Creek Financial Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2019 and has held it in 21 quarters since.
Clear Creek Financial Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $17.1M in Q1 2023.
150 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.