Creative Financial Designs’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Creative Financial Designs’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	$27.3M	Sell	942,567 -87,533	-8%	-$2.54M	1.3%	14
2026 Q1	$30.1M	Buy	1,030,100 +31,153	+3%	+$911K	1.83%	6
2025 Q4	$29.2M	Buy	998,947 +54,769	+6%	+$1.6M	1.84%	8
2025 Q3	$27.7M	Buy	944,178 +47,118	+5%	+$1.38M	1.86%	7
2025 Q2	$26.3M	Sell	897,060 -27,923	-3%	-$815K	1.89%	5
2025 Q1	$27M	Buy	924,983 +11,330	+1%	+$329K	2.16%	7
2024 Q4	$26.5M	Buy	913,653 +3,036	+0.3%	+$88.3K	2.15%	8
2024 Q3	$26.8M	Sell	910,617 -243,443	-21%	-$7.1M	2.26%	7
2024 Q2	$33.3M	Buy	1,154,060 +56,648	+5%	+$1.63M	2.97%	4
2024 Q1	$31.7M	Buy	1,097,412 +97,677	+10%	+$2.83M	3%	4
2023 Q4	$29M	Buy	999,735 +45,800	+5%	+$1.32M	2.95%	5
2023 Q3	$27.4M	Buy	953,935 +120,634	+14%	+$3.47M	3.19%	2
2023 Q2	$24M	Buy	833,301 +33,531	+4%	+$974K	2.82%	5
2023 Q1	$23.4M	Sell	799,770 -122,302	-13%	-$3.55M	3.06%	3
2022 Q4	$26.6M	Buy	922,072 +919,585	+36,976%	+$26.6M	3.93%	1
2022 Q3	$72K	Sell	2,487 -44	-2%	-$1.29K	0.01%	492
2022 Q2	$75K	Buy	2,531 +47	+2%	+$1.39K	0.01%	483
2022 Q1	$74K	Buy	2,484 +77	+3%	+$2.31K	0.01%	479
2021 Q4	$73K	Buy	2,407 +571	+31%	+$17.4K	0.01%	503
2021 Q3	$56K	Buy	1,836 +312	+20%	+$9.56K	0.01%	590
2021 Q2	$47K	Buy	1,524 +1,305	+596%	+$40K	0.01%	620
2021 Q1	$7K	Buy	+219	New	+$6.72K	﹤0.01%	1001

Other funds holding SPTS

MERSOM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

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

Creative Financial Designs reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 8.5% in Q2 2026, selling an estimated $2.54M and leaving 942,567 shares worth $27.3M. The position accounts for 1.3% of the portfolio, ranked #14.

Creative Financial Designs first reported a position in SPTS in Q1 2021 and has held it in 22 quarters since. The position peaked at $33.3M in Q2 2024. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Creative Financial Designs held 942,567 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $27.3M as of Q2 2026.
Creative Financial Designs sold 87,533 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $2.54M.
State Street SPDR Portfolio Short Term Treasury ETF made up 1.3% of Creative Financial Designs's portfolio in Q2 2026, its #14 holding.
Creative Financial Designs first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2021 and has held it in 22 quarters since.
Creative Financial Designs's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $33.3M in Q2 2024.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

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