CX Institutional’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

CX Institutional’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 Q3	$140M	Buy	4,878,686 +4,876,683	+243,469%	+$141M	3.79%	2
2026 Q2	$58K	Buy	2,003 +126	+7%	+$3.66K	﹤0.01%	957
2026 Q1	$55K	Sell	1,877 -7	-0.4%	-$205	﹤0.01%	963
2025 Q4	$55K	Sell	1,884 -54	-3%	-$1.58K	﹤0.01%	957
2025 Q3	$57K	Buy	1,938 +2	+0.1%	+$58	﹤0.01%	918
2025 Q2	$57K	Sell	1,936 -278	-13%	-$8.11K	﹤0.01%	841
2025 Q1	$65K	Buy	+2,214	New	+$64.4K	﹤0.01%	803
2024 Q3	–	Sell	-58,097	Closed	-$1.68M	–	593
2024 Q2	$1.68M	Sell	58,097 -10,692	-16%	-$308K	0.08%	209
2024 Q1	$1.99M	Sell	68,789 -478,443	-87%	-$13.9M	0.1%	194
2023 Q4	$15.9M	Sell	547,232 -128,662	-19%	-$3.71M	0.85%	27
2023 Q3	$19.4M	Sell	675,894 -8,511	-1%	-$245K	1.07%	23
2023 Q2	$19.7M	Sell	684,405 -18,770	-3%	-$545K	1.02%	18
2023 Q1	$20.5M	Buy	703,175 +578,478	+464%	+$16.8M	1.09%	17
2022 Q4	$3.6M	Buy	+124,697	New	+$3.6M	0.22%	132
2022 Q3	–	Sell	-120,984	Closed	-$3.56M	–	1039
2022 Q2	$3.56M	Sell	120,984 -8,827	-7%	-$261K	0.27%	93
2022 Q1	$3.85M	Sell	129,811 -73,449	-36%	-$2.21M	0.31%	92
2021 Q4	$6.18M	Buy	203,260 +1,748	+0.9%	+$53.3K	0.49%	57
2021 Q3	$6.17M	Buy	201,512 +72,874	+57%	+$2.23M	0.5%	54
2021 Q2	$3.94M	Buy	128,638 +78,046	+154%	+$2.39M	0.32%	89
2021 Q1	$1.55M	Sell	50,592 -128,200	-72%	-$3.93M	0.14%	175
2020 Q4	$5.49M	Sell	178,792 -330,454	-65%	-$10.1M	0.53%	51
2020 Q3	$15.6M	Sell	509,246 -189,975	-27%	-$5.83M	1.69%	8
2020 Q2	$21.5M	Buy	699,221 +102,504	+17%	+$3.15M	2.82%	7
2020 Q1	$18.3M	Buy	596,717 +596,610	+557,579%	+$18M	2.99%	7
2019 Q4	$3K	Buy	+107	New	+$3.21K	﹤0.01%	642
2019 Q1	–	Sell	-9,337	Closed	-$276K	–	819
2018 Q4	$276K	Buy	+9,337	New	+$275K	0.06%	154

Other funds holding SPTS

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

CX Institutional's SPTS Position: Q3 2026 in Review

CX Institutional increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 243,469% in Q3 2026, buying an estimated $141M and bringing the position to 4,878,686 shares worth $140M. The position accounts for 3.79% of the portfolio, ranked #2.

CX Institutional first reported a position in SPTS in Q4 2018 and has held it in 26 quarters since. 22 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

CX Institutional held 4,878,686 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $140M as of Q3 2026.
CX Institutional bought 4,876,683 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2026, an estimated $141M.
State Street SPDR Portfolio Short Term Treasury ETF made up 3.79% of CX Institutional's portfolio in Q3 2026, its #2 holding.
CX Institutional first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2018 and has held it in 26 quarters since.
22 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.