EverSource Wealth Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

EverSource Wealth 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	$59.2K	Sell	2,039 -2,015	-50%	-$58.5K	﹤0.01%	1666
2026 Q1	$118K	Buy	4,054 +2,031	+100%	+$59.4K	﹤0.01%	1337
2025 Q4	$59.2K	Hold	2,023	–	–	﹤0.01%	1634
2025 Q3	$59.3K	Sell	2,023 -839	-29%	-$24.5K	﹤0.01%	1581
2025 Q2	$83.8K	Sell	2,862 -9,201	-76%	-$269K	﹤0.01%	1302
2025 Q1	$353K	Buy	12,063 +9,325	+341%	+$271K	0.02%	471
2024 Q4	$79.4K	Buy	2,738 +715	+35%	+$20.8K	﹤0.01%	988
2024 Q3	$59.5K	Hold	2,023	–	–	﹤0.01%	995
2024 Q2	$58.9K	Hold	2,023	–	–	﹤0.01%	1011
2024 Q1	$58.1K	Hold	2,023	–	–	﹤0.01%	913
2023 Q4	$58.8K	Buy	+2,023	New	+$58.3K	0.01%	836

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 $3.38T AUM 44.17% 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 22.9% 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

EverSource Wealth Advisors's SPTS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 50% in Q2 2026, selling an estimated $58.5K and leaving 2,039 shares worth $59.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

EverSource Wealth Advisors first reported a position in SPTS in Q4 2023 and has held it in 11 quarters since. The position peaked at $353K in Q1 2025. 412 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

EverSource Wealth Advisors held 2,039 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $59.2K as of Q2 2026.
EverSource Wealth Advisors sold 2,015 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $58.5K.
State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1666 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $353K in Q1 2025.
412 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.