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

Fiduciary 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
Q1 		$16.2M Buy
556,094
+55,285
+11% +$1.62M 1.39% 17
2025
Q4 		$14.7M Buy
500,809
+59,707
+14% +$1.75M 1.23% 22
2025
Q3 		$12.9M Buy
441,102
+64,261
+17% +$1.88M 1.14% 22
2025
Q2 		$11M Buy
376,841
+32,204
+9% +$940K 1.04% 26
2025
Q1 		$10.1M Buy
344,637
+47,278
+16% +$1.37M 1.01% 26
2024
Q4 		$8.63M Buy
297,359
+137,204
+86% +$3.99M 0.87% 30
2024
Q3 		$4.71M Buy
160,155
+90,187
+129% +$2.63M 0.48% 56
2024
Q2 		$2.02M Buy
69,968
+51,310
+275% +$1.48M 0.22% 92
2024
Q1 		$540K Sell
18,658
-70
-0.4% -$2.03K 0.06% 180
2023
Q4 		$544K Buy
+18,728
New +$539K 0.06% 169

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Group's SPTS Position: Q1 2026 in Review

Fiduciary Group increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 11% in Q1 2026, buying an estimated $1.62M and bringing the position to 556,094 shares worth $16.2M. The position accounts for 1.39% of the portfolio, ranked #17.

Fiduciary Group first reported a position in SPTS in Q4 2023 and has held it in 10 quarters since. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • Fiduciary Group held 556,094 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $16.2M as of Q1 2026.
  • Fiduciary Group bought 55,285 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $1.62M.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 1.39% of Fiduciary Group's portfolio in Q1 2026, its #17 holding.
  • Fiduciary Group first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.