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Fourth Dimension Wealth’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Fourth Dimension 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
Q2 		$4.81M Sell
165,804
-34,469
-17% -$1M 1.52% 18
2026
Q1 		$5.84M Buy
200,273
+8,283
+4% +$242K 2.22% 10
2025
Q4 		$5.62M Buy
191,990
+4,197
+2% +$123K 2.05% 12
2025
Q3 		$5.51M Buy
187,793
+15,419
+9% +$451K 2.1% 12
2025
Q2 		$5.05M Buy
172,374
+21,605
+14% +$631K 2.13% 12
2025
Q1 		$4.41M Buy
150,769
+46,848
+45% +$1.36M 2.13% 13
2024
Q4 		$3.01M Buy
+103,921
New +$3.02M 1.57% 17

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fourth Dimension Wealth's SPTS Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 17% in Q2 2026, selling an estimated $1M and leaving 165,804 shares worth $4.81M. The position accounts for 1.52% of the portfolio, ranked #18.

Fourth Dimension Wealth first reported a position in SPTS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.84M in Q1 2026. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Fourth Dimension Wealth held 165,804 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $4.81M as of Q2 2026.
  • Fourth Dimension Wealth sold 34,469 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $1M.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 1.52% of Fourth Dimension Wealth's portfolio in Q2 2026, its #18 holding.
  • Fourth Dimension Wealth first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $5.84M in Q1 2026.
  • 410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.