Fiduciary Financial Group’s State Street SPDR Portfolio Short Term Treasury Index 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 Q3	$1.94M	Sell	67,499 -6,674	-9%	-$193K	0.23%	65
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Fiduciary Financial Group's SPTS Position: Q3 2026 in Review

Fiduciary Financial Group reduced its State Street SPDR Portfolio Short Term Treasury Index ETF (SPTS) stake by 9% in Q3 2026, selling an estimated $193K and leaving 67,499 shares worth $1.94M. The position accounts for 0.23% of the portfolio, ranked #65.

Fiduciary Financial Group first reported a position in SPTS in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.15M in Q2 2026. 325 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

Fiduciary Financial Group held 67,499 shares of State Street SPDR Portfolio Short Term Treasury Index ETF worth $1.94M as of Q3 2026.
Fiduciary Financial Group sold 6,674 State Street SPDR Portfolio Short Term Treasury Index ETF shares in Q3 2026, an estimated $193K.
State Street SPDR Portfolio Short Term Treasury Index ETF made up 0.23% of Fiduciary Financial Group's portfolio in Q3 2026, its #65 holding.
Fiduciary Financial Group first reported a position in State Street SPDR Portfolio Short Term Treasury Index ETF in Q2 2024 and has held it in 10 quarters since.
Fiduciary Financial Group's State Street SPDR Portfolio Short Term Treasury Index ETF position peaked at $2.15M in Q2 2026.
325 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury Index ETF as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.