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Financial Advocates Investment Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-49,082
Closed -$1.44M – 533
2025
Q2 		$1.44M Buy
49,082
+3,323
+7% +$97K 0.12% 170
2025
Q1 		$1.34M Buy
45,759
+27,084
+145% +$787K 0.09% 219
2024
Q4 		$542K Buy
18,675
+565
+3% +$16.4K 0.03% 428
2024
Q3 		$533K Buy
18,110
+5,659
+45% +$165K 0.03% 445
2024
Q2 		$359K Buy
12,451
+1,023
+9% +$29.4K 0.02% 531
2024
Q1 		$331K Buy
+11,428
New +$331K 0.02% 558
2023
Q4 		– Sell
-24,975
Closed -$717K – 779
2023
Q3 		$717K Sell
24,975
-62
-0.2% -$1.78K 0.05% 334
2023
Q2 		$721K Buy
25,037
+686
+3% +$19.9K 0.05% 325
2023
Q1 		$712K Sell
24,351
-11,296
-32% -$328K 0.05% 353
2022
Q4 		$1.03M Sell
35,647
-3,448
-9% -$99.6K 0.08% 281
2022
Q3 		$1.13M Buy
39,095
+10,125
+35% +$297K 0.09% 233
2022
Q2 		$853K Buy
+28,970
New +$855K 0.07% 293
2021
Q4 		– Sell
-7,773
Closed -$238K – 814
2021
Q3 		$238K Buy
7,773
+1,128
+17% +$34.6K 0.02% 663
2021
Q2 		$204K Sell
6,645
-1,470
-18% -$45.1K 0.01% 701
2021
Q1 		$249K Sell
8,115
-19,028
-70% -$584K 0.02% 663
2020
Q4 		$834K Sell
27,143
-3,103
-10% -$95.2K 0.06% 334
2020
Q3 		$929K Buy
30,246
+1,165
+4% +$35.8K 0.08% 265
2020
Q2 		$893K Buy
+29,081
New +$893K 0.08% 266
2020
Q1 		– Sell
-7,450
Closed -$223K – 538
2019
Q4 		$223K Buy
+7,450
New +$223K 0.02% 460

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Advocates Investment Management's SPTS Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q3 2025, closing a stake of 49,082 shares — an estimated $1.44M sold.

Financial Advocates Investment Management first reported a position in SPTS in Q4 2019 and held it in 19 quarters. The position peaked at $1.44M in Q2 2025. 393 funds tracked by Wall St. Rank hold SPTS as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 49,082 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2025, an estimated $1.44M.
  • Financial Advocates Investment Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2019 and held it in 19 quarters.
  • Financial Advocates Investment Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.44M in Q2 2025.
  • 393 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.