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Financial Solutions Advisory Group’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Financial Solutions Advisory Group’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 		$104M Buy
3,601,971
+67,607
+2% +$1.96M 13.18% 1
2026
Q1 		$103M Buy
+3,534,364
New +$103M 14.26% 1

Other funds holding SPTS

DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Financial Solutions Advisory Group's SPTS Position: Q2 2026 in Review

Financial Solutions Advisory Group increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 1.9% in Q2 2026, buying an estimated $1.96M and bringing the position to 3,601,971 shares worth $104M. The position accounts for 13.18% of the portfolio, ranked #1.

Financial Solutions Advisory Group first reported a position in SPTS in Q1 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Financial Solutions Advisory Group held 3,601,971 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $104M as of Q2 2026.
  • Financial Solutions Advisory Group bought 67,607 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $1.96M.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 13.18% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #1 holding.
  • Financial Solutions Advisory Group first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.