EWM
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EPG Wealth Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

EPG Wealth Management’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
Q1 		$34.1K Buy
1,167
+7
+0.6% +$205 0.01% 241
2025
Q4 		$34K Buy
1,160
+15
+1% +$439 0.01% 237
2025
Q3 		$33.6K Buy
1,145
+11
+1% +$322 0.01% 243
2025
Q2 		$33.2K Buy
1,134
+12
+1% +$350 0.01% 241
2025
Q1 		$32.8K Buy
1,122
+7
+0.6% +$203 0.01% 316
2024
Q4 		$32.3K Buy
1,115
+16
+1% +$465 0.01% 322
2024
Q3 		$32.3K Buy
+1,099
New +$32.1K 0.01% 325
2024
Q2 		– Sell
-1,076
Closed -$31K – 344
2024
Q1 		$31.1K Buy
1,076
+4
+0.4% +$116 0.01% 339
2023
Q4 		$30.9K Buy
1,072
+18
+2% +$519 0.01% 326
2023
Q3 		$30.3K Buy
1,054
+10
+1% +$287 0.01% 317
2023
Q2 		$30.1K Buy
1,044
+5
+0.5% +$145 0.01% 315
2023
Q1 		$30.4K Buy
1,039
+5
+0.5% +$145 0.01% 317
2022
Q4 		$29.9K Sell
1,034
-993
-49% -$28.7K 0.01% 288
2022
Q3 		$59K Buy
+2,027
New +$59.4K 0.02% 250
2022
Q2 		– Sell
-2,527
Closed -$75K – 377
2022
Q1 		$75K Sell
2,527
-26,093
-91% -$785K 0.03% 270
2021
Q4 		$871K Buy
28,620
+10
+0% +$305 0.31% 71
2021
Q3 		$876K Buy
28,610
+6
+0% +$184 0.35% 64
2021
Q2 		$876K Buy
28,604
+6
+0% +$184 0.37% 64
2021
Q1 		$877K Buy
+28,598
New +$877K 0.43% 54
2020
Q3 		– Sell
-27,567
Closed -$847K – 143
2020
Q2 		$847K Buy
27,567
+19,020
+223% +$584K 0.6% 44
2020
Q1 		$263K Buy
8,547
+3,511
+70% +$106K 0.19% 95
2019
Q4 		$151K Buy
+5,036
New +$151K 0.11% 120

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EPG Wealth Management's SPTS Position: Q1 2026 in Review

EPG Wealth Management increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.6% in Q1 2026, buying an estimated $205 and bringing the position to 1,167 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #241.

EPG Wealth Management first reported a position in SPTS in Q4 2019 and has held it in 22 quarters since. The position peaked at $877K in Q1 2021. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • EPG Wealth Management held 1,167 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $34.1K as of Q1 2026.
  • EPG Wealth Management bought 7 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $205.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.01% of EPG Wealth Management's portfolio in Q1 2026, its #241 holding.
  • EPG Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2019 and has held it in 22 quarters since.
  • EPG Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $877K in Q1 2021.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.