CBA
SPTS icon

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
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 0.31% 82

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coastal Bridge Advisors's SPTS Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 22% in Q1 2026, selling an estimated $195K and leaving 23,821 shares worth $695K. The position accounts for 0.05% of the portfolio, ranked #263.

Coastal Bridge Advisors first reported a position in SPTS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.27M in Q1 2025. 421 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • Coastal Bridge Advisors held 23,821 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $695K as of Q1 2026.
  • Coastal Bridge Advisors sold 6,680 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $195K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.05% of Coastal Bridge Advisors's portfolio in Q1 2026, its #263 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 5 quarters since.
  • Coastal Bridge Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.27M in Q1 2025.
  • 421 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.