Creative Financial Designs’s State Street SPDR Portfolio Treasury ETF SPTB Stock Holding History

Creative Financial Designs’s Portfolio SPTB Stock Details SPTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.8K	Buy	626 +6	+1%	+$180	﹤0.01%	1317
2026 Q1	$18.8K	Sell	620 -1,746	-74%	-$53.2K	﹤0.01%	1221
2025 Q4	$72K	Buy	2,366 +1,742	+279%	+$53.4K	﹤0.01%	739
2025 Q3	$19.1K	Buy	624 +7	+1%	+$213	﹤0.01%	1158
2025 Q2	$18.8K	Buy	617 +6	+1%	+$181	﹤0.01%	1161
2025 Q1	$18.7K	Buy	611 +4	+0.7%	+$121	﹤0.01%	1106
2024 Q4	$18.1K	Buy	+607	New	+$18.5K	﹤0.01%	1074

Other funds holding SPTB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAS

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

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Payden & Rygel Los Angeles, California $1.3B AUM 32.58% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Creative Financial Designs's SPTB Position: Q2 2026 in Review

Creative Financial Designs increased its State Street SPDR Portfolio Treasury ETF (SPTB) stake by 0.97% in Q2 2026, buying an estimated $180 and bringing the position to 626 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Creative Financial Designs first reported a position in SPTB in Q4 2024 and has held it in 7 quarters since. The position peaked at $72K in Q4 2025. 24 funds tracked by Wall St. Rank hold SPTB as of Q2 2026.

Creative Financial Designs held 626 shares of State Street SPDR Portfolio Treasury ETF worth $18.8K as of Q2 2026.
Creative Financial Designs bought 6 State Street SPDR Portfolio Treasury ETF shares in Q2 2026, an estimated $180.
State Street SPDR Portfolio Treasury ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1317 holding.
Creative Financial Designs first reported a position in State Street SPDR Portfolio Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Creative Financial Designs's State Street SPDR Portfolio Treasury ETF position peaked at $72K in Q4 2025.
24 funds tracked by Wall St. Rank held State Street SPDR Portfolio Treasury ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.