Financial Network Wealth Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Financial Network Wealth Advisors’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	$179K	Buy	6,157 +1,119	+22%	+$32.5K	0.18%	110
2026 Q1	$147K	Buy	5,038 +1,144	+29%	+$33.5K	0.15%	121
2025 Q4	$114K	Buy	3,894 +47	+1%	+$1.38K	0.12%	147
2025 Q3	$113K	Buy	3,847 +139	+4%	+$4.06K	0.12%	153
2025 Q2	$109K	Buy	3,708 +71	+2%	+$2.07K	0.13%	151
2025 Q1	$106K	Buy	3,637 +1,200	+49%	+$34.9K	0.14%	136
2024 Q4	$70.7K	Sell	2,437 -1,602	-40%	-$46.6K	0.13%	133
2024 Q3	$119K	Sell	4,039 -916	-18%	-$26.7K	0.1%	175
2024 Q2	$143K	Sell	4,955 -2,445	-33%	-$70.4K	0.11%	170
2024 Q1	$214K	Buy	+7,400	New	+$214K	0.21%	118

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Network Wealth Advisors's SPTS Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 22% in Q2 2026, buying an estimated $32.5K and bringing the position to 6,157 shares worth $179K. The position accounts for 0.18% of the portfolio, ranked #110.

Financial Network Wealth Advisors first reported a position in SPTS in Q1 2024 and has held it in 10 quarters since. The position peaked at $214K in Q1 2024. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Financial Network Wealth Advisors held 6,157 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $179K as of Q2 2026.
Financial Network Wealth Advisors bought 1,119 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $32.5K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.18% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #110 holding.
Financial Network Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Financial Network Wealth Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $214K in Q1 2024.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.