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

Fiduciary Financial Group’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	$2.15M	Buy	74,173 +26,428	+55%	+$768K	0.24%	61
2026 Q1	$1.39M	Buy	47,745 +843	+2%	+$24.7K	0.18%	78
2025 Q4	$1.37M	Sell	46,902 -3,267	-7%	-$95.7K	0.19%	76
2025 Q3	$1.47M	Sell	50,169 -6,040	-11%	-$177K	0.23%	62
2025 Q2	$1.64M	Buy	56,209 +933	+2%	+$27.2K	0.3%	50
2025 Q1	$1.61M	Sell	55,276 -5,389	-9%	-$157K	0.35%	48
2024 Q4	$1.76M	Buy	60,665 +395	+0.7%	+$11.5K	0.38%	44
2024 Q3	$1.76M	Sell	60,270 -8,043	-12%	-$235K	0.4%	43
2024 Q2	$1.98M	Buy	+68,313	New	+$1.97M	0.48%	41

Other funds holding SPTS

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Fiduciary Financial Group's SPTS Position: Q2 2026 in Review

Fiduciary Financial Group increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 55% in Q2 2026, buying an estimated $768K and bringing the position to 74,173 shares worth $2.15M. The position accounts for 0.24% of the portfolio, ranked #61.

Fiduciary Financial Group first reported a position in SPTS in Q2 2024 and has held it in 9 quarters since. 180 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Fiduciary Financial Group held 74,173 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $2.15M as of Q2 2026.
Fiduciary Financial Group bought 26,428 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $768K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.24% of Fiduciary Financial Group's portfolio in Q2 2026, its #61 holding.
Fiduciary Financial Group first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
180 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.