Elevated Capital Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Elevated Capital 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
2026 Q2	$6.9K	Hold	238	–	–	﹤0.01%	532
2026 Q1	$6.95K	Hold	238	–	–	﹤0.01%	510
2025 Q4	$6.97K	Buy	+238	New	+$6.97K	﹤0.01%	488
2020 Q3	–	Sell	-35,120	Closed	-$1.08M	–	167
2020 Q2	$1.08M	Buy	+35,120	New	+$1.08M	0.51%	68
2019 Q1	$1.72M	Buy	+55,985	New	+$1.66M	1.13%	28

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

Elevated Capital Advisors's SPTS Position: Q2 2026 in Review

Elevated Capital Advisors held its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) position steady in Q2 2026 at 238 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Elevated Capital Advisors first reported a position in SPTS in Q1 2019 and has held it in 5 quarters since. The position peaked at $1.72M in Q1 2019. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Elevated Capital Advisors held 238 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $6.9K as of Q2 2026.
Elevated Capital Advisors 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 Elevated Capital Advisors's portfolio in Q2 2026, its #532 holding.
Elevated Capital Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2019 and has held it in 5 quarters since.
Elevated Capital Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.72M in Q1 2019.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.