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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
Q2 		– Sell
-273
Closed -$7.97K – 971
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 $9.05B AUM 13.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
LPL Financial
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
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Destiny Wealth Partners's SPTS Position: Q2 2026 in Review

Destiny Wealth Partners sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2026, closing a stake of 273 shares — an estimated $7.97K sold.

Destiny Wealth Partners first reported a position in SPTS in Q4 2020 and held it in 10 quarters. The position peaked at $14.9M in Q4 2020. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Destiny Wealth Partners reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 273 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $7.97K.
  • Destiny Wealth Partners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2020 and held it in 10 quarters.
  • Destiny Wealth Partners's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $14.9M in Q4 2020.
  • 410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.