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

Clearwater Capital 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
2025 Q4	–	Sell	-18,827	Closed	-$552K	–	170
2025 Q3	$552K	Buy	18,827 +15	+0.1%	+$439	0.05%	109
2025 Q2	$551K	Sell	18,812 -355	-2%	-$10.4K	0.05%	103
2025 Q1	$560K	Buy	19,167 +1,664	+10%	+$48.4K	0.05%	102
2024 Q4	$508K	Buy	+17,503	New	+$509K	0.05%	106
2024 Q3	–	Sell	-14,332	Closed	-$414K	–	177
2024 Q2	$414K	Buy	14,332 +4,335	+43%	+$125K	0.04%	109
2024 Q1	$289K	Buy	9,997 +818	+9%	+$23.7K	0.03%	134
2023 Q4	$267K	Buy	+9,179	New	+$264K	0.03%	129

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Clearwater Capital Advisors's SPTS Position: Q4 2025 in Review

Clearwater Capital Advisors sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2025, closing a stake of 18,827 shares — an estimated $552K sold.

Clearwater Capital Advisors first reported a position in SPTS in Q4 2023 and held it in 7 quarters. The position peaked at $560K in Q1 2025. 421 funds tracked by Wall St. Rank hold SPTS as of Q4 2025.

Clearwater Capital Advisors reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Clearwater Capital Advisors sold 18,827 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2025, an estimated $552K.
Clearwater Capital Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2023 and held it in 7 quarters.
Clearwater Capital Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $560K in Q1 2025.
421 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2025.

Based on Clearwater Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.