Evanson Financial’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Evanson Financial’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	$943K	Buy	+32,523	New	+$945K	0.05%	146

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

Evanson Financial's SPTS Position: Q2 2026 in Review

Evanson Financial opened a new position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2026: 32,523 shares worth $943K. The stake represents 0.05% of the portfolio and ranks #146 among its holdings.

409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Evanson Financial held 32,523 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $943K as of Q2 2026.
State Street SPDR Portfolio Short Term Treasury ETF was a new Evanson Financial position in Q2 2026.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.05% of Evanson Financial's portfolio in Q2 2026, its #146 holding.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.