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DHJJ Financial Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

DHJJ Financial Advisors’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
2025
Q2 		– Sell
-193
Closed -$5.64K – 989
2025
Q1 		$5.64K Hold
193
– – ﹤0.01% 557
2024
Q4 		$5.6K Hold
193
– – ﹤0.01% 546
2024
Q3 		$5.68K Hold
193
– – ﹤0.01% 539
2024
Q2 		$5.57K Hold
193
– – ﹤0.01% 501
2024
Q1 		$5.58K Hold
193
– – ﹤0.01% 492
2023
Q4 		$5.61K Hold
193
– – ﹤0.01% 485
2023
Q3 		$5.54K Buy
+193
New +$5.55K ﹤0.01% 482

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

DHJJ Financial Advisors's SPTS Position: Q2 2025 in Review

DHJJ Financial Advisors sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2025, closing a stake of 193 shares — an estimated $5.64K sold.

DHJJ Financial Advisors first reported a position in SPTS in Q3 2023 and held it in 7 quarters. The position peaked at $5.68K in Q3 2024. 388 funds tracked by Wall St. Rank hold SPTS as of Q2 2025.

  • DHJJ Financial Advisors reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • DHJJ Financial Advisors sold 193 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2025, an estimated $5.64K.
  • DHJJ Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2023 and held it in 7 quarters.
  • DHJJ Financial Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $5.68K in Q3 2024.
  • 388 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2025.

Based on DHJJ Financial Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.