Founders Financial Alliance’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Founders Financial Alliance’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	–	Sell	-27	Closed	-$791	–	753
2025 Q4	$791	Hold	27	–	–	﹤0.01%	599
2025 Q3	$792	Hold	27	–	–	﹤0.01%	705
2025 Q2	$791	Hold	27	–	–	﹤0.01%	536
2025 Q1	$789	Hold	27	–	–	﹤0.01%	608
2024 Q4	$783	Hold	27	–	–	﹤0.01%	570
2024 Q3	$794	Hold	27	–	–	﹤0.01%	581
2024 Q2	$779	Sell	27 -300	-92%	-$8.63K	﹤0.01%	549
2024 Q1	$9.46K	Buy	+327	New	+$9.47K	﹤0.01%	481

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

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

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

EWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Founders Financial Alliance's SPTS Position: Q1 2026 in Review

Founders Financial Alliance sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2026, closing a stake of 27 shares — an estimated $791 sold.

Founders Financial Alliance first reported a position in SPTS in Q1 2024 and held it in 8 quarters. The position peaked at $9.46K in Q1 2024. 423 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

Founders Financial Alliance reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Founders Financial Alliance sold 27 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $791.
Founders Financial Alliance first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2024 and held it in 8 quarters.
Founders Financial Alliance's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $9.46K in Q1 2024.
423 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.