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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
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 $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

Fourth Dimension Wealth's SPTS Position: Q1 2026 in Review

Fourth Dimension Wealth increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 4.3% in Q1 2026, buying an estimated $242K and bringing the position to 200,273 shares worth $5.84M. The position accounts for 2.22% of the portfolio, ranked #10.

Fourth Dimension Wealth first reported a position in SPTS in Q4 2024 and has held it in 6 quarters since. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • Fourth Dimension Wealth held 200,273 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $5.84M as of Q1 2026.
  • Fourth Dimension Wealth bought 8,283 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $242K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 2.22% of Fourth Dimension Wealth's portfolio in Q1 2026, its #10 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 6 quarters since.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.