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

Coastal Bridge 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	$693K	Buy	23,890 +69	+0.3%	+$2K	0.04%	273
2026 Q1	$695K	Sell	23,821 -6,680	-22%	-$195K	0.05%	263
2025 Q4	$893K	Buy	30,501 +1,609	+6%	+$47.1K	0.07%	228
2025 Q3	$847K	Buy	28,892 +934	+3%	+$27.3K	0.06%	227
2025 Q2	$819K	Sell	27,958 -15,575	-36%	-$455K	0.07%	224
2025 Q1	$1.27M	Buy	+43,533	New	+$1.27M	0.12%	170

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 $3.38T AUM 44.17% 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 22.9% 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

Coastal Bridge Advisors's SPTS Position: Q2 2026 in Review

Coastal Bridge Advisors increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.29% in Q2 2026, buying an estimated $2K and bringing the position to 23,890 shares worth $693K. The position accounts for 0.04% of the portfolio, ranked #273.

Coastal Bridge Advisors first reported a position in SPTS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.27M in Q1 2025. 412 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Coastal Bridge Advisors held 23,890 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $693K as of Q2 2026.
Coastal Bridge Advisors bought 69 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $2K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.04% of Coastal Bridge Advisors's portfolio in Q2 2026, its #273 holding.
Coastal Bridge Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Coastal Bridge Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.27M in Q1 2025.
412 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.