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

Financial Gravity Companies’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
Q2 		$19.4K Buy
+664
New +$19.4K ﹤0.01% 456
2024
Q4 		$21.2K Sell
732
-49
-6% -$1.43K ﹤0.01% 434
2024
Q3 		$23K Buy
+781
New +$22.8K 0.01% 261

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 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 $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Financial Gravity Companies's SPTS Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2025: 664 shares worth $19.4K. The stake represents ﹤0.01% of the portfolio and ranks #456 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPTS as recently as Q4 2024.

Financial Gravity Companies first reported a position in SPTS in Q3 2024 and has held it in 3 quarters since. The position peaked at $23K in Q3 2024. 388 funds tracked by Wall St. Rank hold SPTS as of Q2 2025.

  • Financial Gravity Companies held 664 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $19.4K as of Q2 2025.
  • State Street SPDR Portfolio Short Term Treasury ETF was a new Financial Gravity Companies position in Q2 2025.
  • State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #456 holding.
  • Financial Gravity Companies first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $23K in Q3 2024.
  • 388 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.