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

Financial Gravity Asset 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
2026 Q1	$17.9K	Hold	615	–	–	﹤0.01%	463
2025 Q4	$18K	Hold	615	–	–	﹤0.01%	391
2025 Q3	$18K	Buy	+615	New	+$18K	﹤0.01%	446
2025 Q1	$20.4K	Buy	+696	New	+$20.2K	﹤0.01%	475
2024 Q2	$55.6K	Sell	1,925 -7,416	-79%	-$213K	0.01%	249
2024 Q1	$271K	Sell	9,341 -528,348	-98%	-$15.3M	0.04%	164
2023 Q4	$14.4M	Buy	537,689 +6,035	+1%	+$174K	0.15%	67
2023 Q3	$14.3M	Buy	531,654 +480,584	+941%	+$13.8M	0.16%	68
2023 Q2	$1.47K	Buy	51,070 +2,125	+4%	+$61.7K	﹤0.01%	717
2023 Q1	$1.43K	Buy	+48,945	New	+$1.42M	0.04%	329

Other funds holding SPTS

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return