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Dynamic Advisor Solutions’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Dynamic Advisor Solutions’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 		$2.95M Buy
101,681
+6,301
+7% +$183K 0.08% 247
2026
Q1 		$2.78M Buy
95,380
+4,026
+4% +$118K 0.09% 242
2025
Q4 		$2.67M Buy
91,354
+17,853
+24% +$523K 0.09% 244
2025
Q3 		$2.16M Sell
73,501
-33,859
-32% -$990K 0.06% 303
2025
Q2 		$3.14M Buy
107,360
+726
+0.7% +$21.2K 0.1% 228
2025
Q1 		$3.12M Buy
+106,634
New +$3.1M 0.1% 217
2024
Q4 		– Sell
-70,752
Closed -$2.08M – 821
2024
Q3 		$2.08M Buy
+70,752
New +$2.06M 0.06% 287
2023
Q1 		– Sell
-32,606
Closed -$942K – 800
2022
Q4 		$942K Buy
32,606
+702
+2% +$20.3K 0.06% 291
2022
Q3 		$922K Buy
31,904
+13,628
+75% +$399K 0.07% 266
2022
Q2 		$538K Buy
+18,276
New +$539K 0.04% 377

Other funds holding SPTS

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM

Dynamic Advisor Solutions's SPTS Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 6.6% in Q2 2026, buying an estimated $183K and bringing the position to 101,681 shares worth $2.95M. The position accounts for 0.08% of the portfolio, ranked #247.

Dynamic Advisor Solutions first reported a position in SPTS in Q2 2022 and has held it in 10 quarters since. The position peaked at $3.14M in Q2 2025. 66 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Dynamic Advisor Solutions held 101,681 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $2.95M as of Q2 2026.
  • Dynamic Advisor Solutions bought 6,301 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $183K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.08% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #247 holding.
  • Dynamic Advisor Solutions first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2022 and has held it in 10 quarters since.
  • Dynamic Advisor Solutions's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $3.14M in Q2 2025.
  • 66 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.