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

Crane 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 Q2	$28.8M	Buy	995,137 +7,015	+0.7%	+$204K	4.14%	9
2026 Q1	$28.8M	Buy	988,122 +10,010	+1%	+$293K	4.31%	9
2025 Q4	$28.6M	Buy	978,112 +27,256	+3%	+$799K	4.33%	9
2025 Q3	$27.8M	Buy	950,856 +33,425	+4%	+$977K	4.37%	8
2025 Q2	$26.7M	Sell	917,431 -371,911	-29%	-$10.9M	4.43%	8
2025 Q1	$37.6M	Sell	1,289,342 -155,767	-11%	-$4.53M	6.8%	7
2024 Q4	$41.9M	Sell	1,445,109 -277,550	-16%	-$8.07M	7.34%	7
2024 Q3	$50.2M	Buy	1,722,659 +20,526	+1%	+$599K	9.08%	5
2024 Q2	$49.1M	Buy	1,702,133 +2,952	+0.2%	+$84.9K	9.47%	5
2024 Q1	$49M	Buy	1,699,181 +143,033	+9%	+$4.14M	9.88%	5
2023 Q4	$45.1M	Buy	+1,556,148	New	+$44.8M	10.16%	6
2023 Q3	–	Sell	-1,219,559	Closed	-$35M	–	32
2023 Q2	$35M	Buy	1,219,559 +139,523	+13%	+$4.05M	10.04%	7
2023 Q1	$31.5M	Buy	+1,080,036	New	+$31.3M	10.72%	5

Other funds holding SPTS

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Crane Advisory's SPTS Position: Q2 2026 in Review

Crane Advisory increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.71% in Q2 2026, buying an estimated $204K and bringing the position to 995,137 shares worth $28.8M. The position accounts for 4.14% of the portfolio, ranked #9.

Crane Advisory first reported a position in SPTS in Q1 2023 and has held it in 13 quarters since. The position peaked at $50.2M in Q3 2024. 76 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Crane Advisory held 995,137 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $28.8M as of Q2 2026.
Crane Advisory bought 7,015 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $204K.
State Street SPDR Portfolio Short Term Treasury ETF made up 4.14% of Crane Advisory's portfolio in Q2 2026, its #9 holding.
Crane Advisory first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2023 and has held it in 13 quarters since.
Crane Advisory's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $50.2M in Q3 2024.
76 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Crane Advisory's 13F filing for Q2 2026, filed 20 Jul 2026.