Clearstead Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Clearstead Advisors’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	$11.9K	Sell	411 -308	-43%	-$8.95K	﹤0.01%	1931
2026 Q1	$21K	Sell	719 -118	-14%	-$3.45K	﹤0.01%	1447
2025 Q4	$24.5K	Buy	837 +426	+104%	+$12.5K	﹤0.01%	1655
2025 Q3	$12.1K	Hold	411	–	–	﹤0.01%	1862
2025 Q2	$12K	Hold	411	–	–	﹤0.01%	1826
2025 Q1	$12K	Hold	411	–	–	﹤0.01%	1563
2024 Q4	$11.9K	Sell	411 -21,105	-98%	-$614K	﹤0.01%	1530
2024 Q3	$633K	Hold	21,516	–	–	0.01%	514
2024 Q2	$621K	Buy	+21,516	New	+$619K	0.01%	494

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

EWM

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clearstead Advisors's SPTS Position: Q2 2026 in Review

Clearstead Advisors reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 43% in Q2 2026, selling an estimated $8.95K and leaving 411 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1931.

Clearstead Advisors first reported a position in SPTS in Q2 2024 and has held it in 9 quarters since. The position peaked at $633K in Q3 2024. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Clearstead Advisors held 411 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $11.9K as of Q2 2026.
Clearstead Advisors sold 308 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $8.95K.
State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1931 holding.
Clearstead Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $633K in Q3 2024.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.