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

Darwin 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 Q2	$416	Hold	14	–	–	﹤0.01%	600
2026 Q1	$414	Hold	14	–	–	﹤0.01%	563
2025 Q4	$413	Buy	14 +1	+8%	+$29	﹤0.01%	600
2025 Q3	$408	Hold	13	–	–	﹤0.01%	567
2025 Q2	$404	Sell	13 -31	-70%	-$905	﹤0.01%	564
2025 Q1	$1.29K	Hold	44	–	–	﹤0.01%	545
2024 Q4	$1.29K	Hold	44	–	–	﹤0.01%	545
2024 Q3	$1.3K	Buy	+44	New	+$1.28K	﹤0.01%	549
2020 Q2	–	Sell	-1,724	Closed	-$52K	–	679
2020 Q1	$52K	Buy	+1,724	New	+$52.1K	0.02%	236

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

Darwin Wealth Management's SPTS Position: Q2 2026 in Review

Darwin Wealth Management held its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) position steady in Q2 2026 at 14 shares worth $416. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Darwin Wealth Management first reported a position in SPTS in Q1 2020 and has held it in 9 quarters since. The position peaked at $52K in Q1 2020. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Darwin Wealth Management held 14 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $416 as of Q2 2026.
Darwin Wealth Management left its State Street SPDR Portfolio Short Term Treasury ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #600 holding.
Darwin Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2020 and has held it in 9 quarters since.
Darwin Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $52K in Q1 2020.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.