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

Cranbrook 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
2026
Q1 		$429K Sell
14,716
-218
-1% -$6.38K 0.09% 91
2025
Q4 		$437K Buy
14,934
+599
+4% +$17.5K 0.09% 89
2025
Q3 		$420K Buy
14,335
+3,138
+28% +$91.7K 0.08% 87
2025
Q2 		$328K Sell
11,197
-188
-2% -$5.49K 0.07% 95
2025
Q1 		$333K Buy
11,385
+597
+6% +$17.4K 0.08% 92
2024
Q4 		$313K Buy
10,788
+1,724
+19% +$50.1K 0.07% 94
2024
Q3 		$267K Buy
9,064
+205
+2% +$5.98K 0.06% 99
2024
Q2 		$256K Buy
8,859
+6,886
+349% +$198K 0.06% 97
2024
Q1 		$57.1K Buy
1,973
+931
+89% +$27K 0.01% 150
2023
Q4 		$30.3K Hold
1,042
– – 0.01% 180
2023
Q3 		$29.9K Hold
1,042
– – 0.01% 175
2023
Q2 		$30K Sell
1,042
-129
-11% -$3.75K 0.01% 177
2023
Q1 		$34.2K Hold
1,171
– – 0.01% 173
2022
Q4 		$33.8K Hold
1,171
– – 0.01% 176
2022
Q3 		$34K Hold
1,171
– – 0.01% 189
2022
Q2 		$34K Hold
1,171
– – 0.01% 192
2022
Q1 		$35K Hold
1,171
– – 0.01% 210
2021
Q4 		$36K Sell
1,171
-229
-16% -$6.99K 0.01% 204
2021
Q3 		$43K Hold
1,400
– – 0.01% 205
2021
Q2 		$43K Sell
1,400
-98
-7% -$3K 0.01% 196
2021
Q1 		$46K Hold
1,498
– – 0.01% 189
2020
Q4 		$46K Buy
1,498
+163
+12% +$5K 0.01% 165
2020
Q3 		$41K Hold
1,335
– – 0.01% 150
2020
Q2 		$41K Buy
+1,335
New +$41K 0.01% 148

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 $902M AUM 14.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cranbrook Wealth Management's SPTS Position: Q1 2026 in Review

Cranbrook Wealth Management reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 1.5% in Q1 2026, selling an estimated $6.38K and leaving 14,716 shares worth $429K. The position accounts for 0.09% of the portfolio, ranked #91.

Cranbrook Wealth Management first reported a position in SPTS in Q2 2020 and has held it in 24 quarters since. The position peaked at $437K in Q4 2025. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • Cranbrook Wealth Management held 14,716 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $429K as of Q1 2026.
  • Cranbrook Wealth Management sold 218 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $6.38K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.09% of Cranbrook Wealth Management's portfolio in Q1 2026, its #91 holding.
  • Cranbrook Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2020 and has held it in 24 quarters since.
  • Cranbrook Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $437K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.