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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
-4,110
-68% -$118K 0.01% 249
2024
Q1 		$175K Hold
6,035
– – 0.05% 135
2023
Q4 		$175K Buy
+6,035
New +$174K 0.05% 134

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Gravity Asset Management's SPTS Position: Q1 2026 in Review

Financial Gravity Asset Management held its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) position steady in Q1 2026 at 615 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Financial Gravity Asset Management first reported a position in SPTS in Q4 2023 and has held it in 7 quarters since. The position peaked at $175K in Q1 2024. 423 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • Financial Gravity Asset Management held 615 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $17.9K as of Q1 2026.
  • Financial Gravity Asset Management left its State Street SPDR Portfolio Short Term Treasury ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #463 holding.
  • Financial Gravity Asset Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2023 and has held it in 7 quarters since.
  • Financial Gravity Asset Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $175K in Q1 2024.
  • 423 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.