Congress Wealth Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Congress Wealth Management’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 Q2	$785K	Buy	26,803 +15,596	+139%	+$455K	0.01%	775
2025 Q1	$328K	Hold	11,207	–	–	﹤0.01%	921
2024 Q4	$325K	Buy	11,207 +1,188	+12%	+$34.5K	﹤0.01%	746
2024 Q3	$295K	Hold	10,019	–	–	﹤0.01%	735
2024 Q2	$289K	Sell	10,019 -23	-0.2%	-$662	﹤0.01%	627
2024 Q1	$290K	Hold	10,042	–	–	0.01%	512
2023 Q4	$292K	Sell	10,042 -1,970	-16%	-$56.7K	0.01%	533
2023 Q3	$345K	Sell	12,012 -27	-0.2%	-$776	0.01%	504
2023 Q2	$347K	Sell	12,039 -518	-4%	-$15.1K	0.01%	464
2023 Q1	$367K	Sell	12,557 -155	-1%	-$4.5K	0.01%	457
2022 Q4	$367K	Sell	12,712 -42	-0.3%	-$1.21K	0.01%	452
2022 Q3	$369K	Sell	12,754 -94	-0.7%	-$2.75K	0.01%	438
2022 Q2	$378K	Sell	12,848 -1,112	-8%	-$32.8K	0.01%	439
2022 Q1	$413K	Sell	13,960 -791	-5%	-$23.8K	0.01%	468
2021 Q4	$449K	Buy	+14,751	New	+$450K	0.01%	482

Other funds holding SPTS

MERSOM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

RBA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Congress Wealth Management's SPTS Position: Q2 2025 in Review

Congress Wealth Management increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 139% in Q2 2025, buying an estimated $455K and bringing the position to 26,803 shares worth $785K. The position accounts for 0.01% of the portfolio, ranked #775.

Congress Wealth Management first reported a position in SPTS in Q4 2021 and has held it in 15 quarters since. 389 funds tracked by Wall St. Rank hold SPTS as of Q2 2025.

Congress Wealth Management held 26,803 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $785K as of Q2 2025.
Congress Wealth Management bought 15,596 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2025, an estimated $455K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #775 holding.
Congress Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2021 and has held it in 15 quarters since.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.