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

Gateway Wealth Partners’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	–	Sell	-9,788	Closed	-$286K	–	934
2026 Q1	$286K	Sell	9,788 -1,222	-11%	-$35.7K	0.01%	779
2025 Q4	$322K	Sell	11,010 -614	-5%	-$18K	0.04%	352
2025 Q3	$341K	Buy	11,624 +1,151	+11%	+$33.7K	0.05%	295
2025 Q2	$307K	Buy	+10,473	New	+$306K	0.06%	275

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 $3.38T AUM 44.17% 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

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gateway Wealth Partners's SPTS Position: Q2 2026 in Review

Gateway Wealth Partners sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2026, closing a stake of 9,788 shares — an estimated $286K sold.

Gateway Wealth Partners first reported a position in SPTS in Q2 2025 and held it in 4 quarters. The position peaked at $341K in Q3 2025. 412 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Gateway Wealth Partners reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Gateway Wealth Partners sold 9,788 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $286K.
Gateway Wealth Partners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2025 and held it in 4 quarters.
Gateway Wealth Partners's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $341K in Q3 2025.
412 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.