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 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 $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 $377B AUM 19.32% 1-Year Est. Return

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

EWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Network Wealth Advisors's SPTS Position: Q1 2026 in Review

Financial Network Wealth Advisors increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 29% in Q1 2026, buying an estimated $33.5K and bringing the position to 5,038 shares worth $147K. The position accounts for 0.15% of the portfolio, ranked #121.

Financial Network Wealth Advisors first reported a position in SPTS in Q1 2024 and has held it in 9 quarters since. The position peaked at $214K in Q1 2024. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

Financial Network Wealth Advisors held 5,038 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $147K as of Q1 2026.
Financial Network Wealth Advisors bought 1,144 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $33.5K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.15% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #121 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 9 quarters since.
Financial Network Wealth Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $214K in Q1 2024.
420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.