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Essential Partners’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Essential Partners’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 		– Sell
-198
Closed -$5.8K – 2979
2025
Q4 		$5.8K Buy
+198
New +$5.8K ﹤0.01% 1370

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 $3.38T AUM 44.17% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Essential Partners's SPTS Position: Q1 2026 in Review

Essential Partners sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2026, closing a stake of 198 shares — an estimated $5.8K sold.

Essential Partners first reported a position in SPTS in Q4 2025 and held it in 1 quarter. The position peaked at $5.8K in Q4 2025. 424 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • Essential Partners reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 198 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $5.8K.
  • Essential Partners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Essential Partners's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $5.8K in Q4 2025.
  • 424 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.