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Gibbs Wealth Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Gibbs Wealth 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
2025
Q1 		– Sell
-7,216
Closed -$209K – 315
2024
Q4 		$209K Sell
7,216
-5,756
-44% -$167K 0.06% 276
2024
Q3 		$382K Buy
+12,972
New +$378K 0.12% 187

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gibbs Wealth Management's SPTS Position: Q1 2025 in Review

Gibbs Wealth Management sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2025, closing a stake of 7,216 shares — an estimated $209K sold.

Gibbs Wealth Management first reported a position in SPTS in Q3 2024 and held it in 2 quarters. The position peaked at $382K in Q3 2024. 380 funds tracked by Wall St. Rank hold SPTS as of Q1 2025.

  • Gibbs Wealth Management reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Gibbs Wealth Management sold 7,216 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2025, an estimated $209K.
  • Gibbs Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2024 and held it in 2 quarters.
  • Gibbs Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $382K in Q3 2024.
  • 380 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2025.

Based on Gibbs Wealth Management's 13F filing for Q1 2025, filed 4 Nov 2025.