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

Financial Enhancement 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 		$303K Sell
10,447
-1,908
-15% -$55.4K 0.04% 123
2026
Q1 		$361K Buy
12,355
+72
+0.6% +$2.11K 0.04% 117
2025
Q4 		$360K Sell
12,283
-1,341
-10% -$39.3K 0.05% 119
2025
Q3 		$399K Sell
13,624
-1,080
-7% -$31.6K 0.05% 115
2025
Q2 		$428K Buy
14,704
+286
+2% +$8.35K 0.06% 109
2025
Q1 		$422K Sell
14,418
-2,717
-16% -$79K 0.07% 101
2024
Q4 		$496K Buy
+17,135
New +$498K 0.08% 97
2024
Q3 		– Sell
-15,653
Closed -$455K – 140
2024
Q2 		$455K Sell
15,653
-1,175
-7% -$33.8K 0.07% 92
2024
Q1 		$484K Sell
16,828
-323
-2% -$9.36K 0.08% 99
2023
Q4 		$498K Buy
+17,151
New +$494K 0.09% 92
2022
Q4 		– Sell
-17
Closed – – 293
2022
Q3 		$0 Hold
17
– – ﹤0.01% 331
2022
Q2 		$1K Hold
17
– – ﹤0.01% 290
2022
Q1 		$1K Hold
17
– – ﹤0.01% 297
2021
Q4 		$1K Hold
17
– – ﹤0.01% 264
2021
Q3 		$1K Hold
17
– – ﹤0.01% 266
2021
Q2 		$1K Sell
17
-673
-98% -$20.6K ﹤0.01% 263
2021
Q1 		$21K Sell
690
-105
-13% -$3.22K ﹤0.01% 151
2020
Q4 		$24K Sell
795
-148,840
-99% -$4.57M 0.01% 169
2020
Q3 		$4.59M Sell
149,635
-301,849
-67% -$9.27M 1.07% 30
2020
Q2 		$13.9M Buy
451,484
+204,877
+83% +$6.29M 3.49% 8
2020
Q1 		$7.58M Buy
+246,607
New +$7.46M 2.25% 13

Other funds holding SPTS

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return