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Formidable Asset Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Formidable Asset Management’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 		$477K Buy
+16,354
New +$475K 0.08% 240

Other funds holding SPTS

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
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

Formidable Asset Management's SPTS Position: Q2 2026 in Review

Formidable Asset Management opened a new position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2026: 16,354 shares worth $477K. The stake represents 0.08% of the portfolio and ranks #240 among its holdings.

99 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Formidable Asset Management held 16,354 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $477K as of Q2 2026.
  • State Street SPDR Portfolio Short Term Treasury ETF was a new Formidable Asset Management position in Q2 2026.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.08% of Formidable Asset Management's portfolio in Q2 2026, its #240 holding.
  • 99 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.