Focus Partners Wealth
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Focus Partners Wealth’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Focus Partners Wealth’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 		$25.7M Buy
877,151
+176,689
+25% +$5.17M 0.03% 438
2025
Q4 		$20.5M Buy
700,462
+625,270
+832% +$18.3M 0.02% 478
2025
Q3 		$2.2M Buy
75,192
+59,511
+380% +$1.74M ﹤0.01% 988
2025
Q2 		$459K Sell
15,681
-11,250
-42% -$328K ﹤0.01% 1483
2025
Q1 		$787K Sell
26,931
-2,878
-10% -$83.7K ﹤0.01% 1155
2024
Q4 		$865K Buy
29,809
+1,895
+7% +$55.1K ﹤0.01% 1104
2024
Q3 		$825K Buy
+27,914
New +$814K ﹤0.01% 995

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Focus Partners Wealth's SPTS Position: Q1 2026 in Review

Focus Partners Wealth increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 25% in Q1 2026, buying an estimated $5.17M and bringing the position to 877,151 shares worth $25.7M. The position accounts for 0.03% of the portfolio, ranked #438.

Focus Partners Wealth first reported a position in SPTS in Q3 2024 and has held it in 7 quarters since. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • Focus Partners Wealth held 877,151 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $25.7M as of Q1 2026.
  • Focus Partners Wealth bought 176,689 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $5.17M.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.03% of Focus Partners Wealth's portfolio in Q1 2026, its #438 holding.
  • Focus Partners Wealth first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2024 and has held it in 7 quarters since.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.