Comprehensive Money Management Services’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Comprehensive Money Management Services’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	$749K	Buy	25,812 +540	+2%	+$15.7K	0.47%	72
2026 Q1	$737K	Sell	25,272 -350	-1%	-$10.2K	0.48%	69
2025 Q4	$750K	Sell	25,622 -2,220	-8%	-$65K	0.52%	66
2025 Q3	$816K	Sell	27,842 -1,145	-4%	-$33.5K	0.58%	56
2025 Q2	$849K	Buy	28,987 +2,600	+10%	+$75.9K	0.64%	52
2025 Q1	$772K	Sell	26,387 -1,800	-6%	-$52.3K	0.62%	52
2024 Q4	$818K	Buy	+28,187	New	+$819K	0.67%	48

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

Comprehensive Money Management Services's SPTS Position: Q2 2026 in Review

Comprehensive Money Management Services increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 2.1% in Q2 2026, buying an estimated $15.7K and bringing the position to 25,812 shares worth $749K. The position accounts for 0.47% of the portfolio, ranked #72.

Comprehensive Money Management Services first reported a position in SPTS in Q4 2024 and has held it in 7 quarters since. The position peaked at $849K in Q2 2025. 412 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Comprehensive Money Management Services held 25,812 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $749K as of Q2 2026.
Comprehensive Money Management Services bought 540 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $15.7K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.47% of Comprehensive Money Management Services's portfolio in Q2 2026, its #72 holding.
Comprehensive Money Management Services first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Money Management Services's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $849K in Q2 2025.
412 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.