Destiny Wealth Partners’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Destiny Wealth Partners’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 Q1	$7.97K	Buy	+273	New	+$7.99K	﹤0.01%	946
2023 Q1	–	Sell	-1,038	Closed	-$30K	–	579
2022 Q4	$30K	Buy	1,038 +319	+44%	+$9.21K	0.01%	355
2022 Q3	$21K	Hold	719	–	–	﹤0.01%	349
2022 Q2	$21K	Hold	719	–	–	﹤0.01%	353
2022 Q1	$21K	Hold	719	–	–	﹤0.01%	381
2021 Q4	$22K	Sell	719 -2,673	-79%	-$81.6K	﹤0.01%	386
2021 Q3	$104K	Sell	3,392 -65,963	-95%	-$2.02M	0.02%	212
2021 Q2	$2.13M	Sell	69,355 -6,933	-9%	-$213K	0.41%	65
2021 Q1	$2.34M	Sell	76,288 -410,134	-84%	-$12.6M	0.49%	54
2020 Q4	$14.9M	Buy	+486,422	New	+$14.9M	3.11%	5

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Destiny Wealth Partners's SPTS Position: Q1 2026 in Review

Destiny Wealth Partners opened a new position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2026: 273 shares worth $7.97K. The stake represents ﹤0.01% of the portfolio and ranks #946 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in SPTS as recently as Q4 2022.

Destiny Wealth Partners first reported a position in SPTS in Q4 2020 and has held it in 10 quarters since. The position peaked at $14.9M in Q4 2020. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

Destiny Wealth Partners held 273 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $7.97K as of Q1 2026.
State Street SPDR Portfolio Short Term Treasury ETF was a new Destiny Wealth Partners position in Q1 2026.
State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #946 holding.
Destiny Wealth Partners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2020 and has held it in 10 quarters since.
Destiny Wealth Partners's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $14.9M in Q4 2020.
420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.