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Empowered Funds’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Empowered Funds’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 		$8.75M Buy
302,600
+55,250
+22% +$1.6M 0.05% 469
2026
Q1 		$7.2M Buy
247,350
+28,050
+13% +$820K 0.05% 506
2025
Q4 		$6.42M Buy
219,300
+30,600
+16% +$896K 0.11% 208
2025
Q3 		$5.51M Buy
188,700
+49,300
+35% +$1.44M 0.06% 453
2025
Q2 		$4.07M Buy
+139,400
New +$4.07M 0.05% 503

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

Empowered Funds's SPTS Position: Q2 2026 in Review

Empowered Funds increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 22% in Q2 2026, buying an estimated $1.6M and bringing the position to 302,600 shares worth $8.75M. The position accounts for 0.05% of the portfolio, ranked #469.

Empowered Funds first reported a position in SPTS in Q2 2025 and has held it in 5 quarters since. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Empowered Funds held 302,600 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $8.75M as of Q2 2026.
  • Empowered Funds bought 55,250 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $1.6M.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.05% of Empowered Funds's portfolio in Q2 2026, its #469 holding.
  • Empowered Funds first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.