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Continuum Advisory’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Continuum Advisory’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 		$1.49M Buy
50,925
+9,038
+22% +$264K 0.14% 140
2025
Q4 		$1.23M Buy
41,887
+6,136
+17% +$180K 0.12% 158
2025
Q3 		$1.05M Buy
35,751
+1,486
+4% +$43.4K 0.11% 172
2025
Q2 		$1M Buy
34,265
+33,889
+9,013% +$989K 0.12% 169
2025
Q1 		$11K Buy
376
+39
+12% +$1.13K ﹤0.01% 949
2024
Q4 		$9.79K Sell
337
-44
-12% -$1.28K ﹤0.01% 992
2024
Q3 		$11K Buy
381
+51
+15% +$1.49K ﹤0.01% 964
2024
Q2 		$9.52K Buy
330
+2
+0.6% +$58 ﹤0.01% 956
2024
Q1 		$9.45K Buy
+328
New +$9.5K ﹤0.01% 954
2023
Q4 		– Sell
-16,607
Closed -$477K – 486
2023
Q3 		$477K Buy
16,607
+74
+0.4% +$2.13K 0.08% 280
2023
Q2 		$476K Sell
16,533
-5,278
-24% -$153K 0.08% 289
2023
Q1 		$638K Buy
21,811
+1,906
+10% +$55.3K 0.11% 224
2022
Q4 		$575K Buy
19,905
+7,003
+54% +$202K 0.1% 234
2022
Q3 		$373K Buy
+12,902
New +$378K 0.07% 289

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 $3.21B AUM 13.73% 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

Continuum Advisory's SPTS Position: Q1 2026 in Review

Continuum Advisory increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 22% in Q1 2026, buying an estimated $264K and bringing the position to 50,925 shares worth $1.49M. The position accounts for 0.14% of the portfolio, ranked #140.

Continuum Advisory first reported a position in SPTS in Q3 2022 and has held it in 14 quarters since. 421 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • Continuum Advisory held 50,925 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $1.49M as of Q1 2026.
  • Continuum Advisory bought 9,038 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $264K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.14% of Continuum Advisory's portfolio in Q1 2026, its #140 holding.
  • Continuum Advisory first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2022 and has held it in 14 quarters since.
  • 421 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.