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Gladstone Institutional Advisory’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Gladstone Institutional Advisory’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 		$2.17M Sell
74,707
-6,079
-8% -$177K 0.07% 276
2026
Q1 		$2.36M Sell
80,786
-13,709
-15% -$401K 0.09% 240
2025
Q4 		$2.77M Sell
94,495
-13,421
-12% -$393K 0.1% 209
2025
Q3 		$3.16M Sell
107,916
-7,630
-7% -$223K 0.12% 177
2025
Q2 		$3.38M Sell
115,546
-17,030
-13% -$497K 0.14% 164
2025
Q1 		$3.88M Sell
132,576
-20,983
-14% -$610K 0.18% 135
2024
Q4 		$4.45M Sell
153,559
-20,107
-12% -$585K 0.21% 111
2024
Q3 		$5.11M Sell
173,666
-26,813
-13% -$782K 0.25% 98
2024
Q2 		$5.79M Sell
200,479
-39,492
-16% -$1.14M 0.3% 81
2024
Q1 		$6.94M Sell
239,971
-37,385
-13% -$1.08M 0.38% 62
2023
Q4 		$8.06M Sell
277,356
-20,463
-7% -$589K 0.45% 50
2023
Q3 		$8.55M Sell
297,819
-9,951
-3% -$286K 0.55% 36
2023
Q2 		$8.86M Buy
307,770
+10,823
+4% +$314K 0.54% 34
2023
Q1 		$8.68M Sell
296,947
-12,385
-4% -$359K 0.56% 32
2022
Q4 		$8.94M Sell
309,332
-19,401
-6% -$560K 0.63% 26
2022
Q3 		$9.5M Buy
+328,733
New +$9.63M 0.74% 24

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

Gladstone Institutional Advisory's SPTS Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 7.5% in Q2 2026, selling an estimated $177K and leaving 74,707 shares worth $2.17M. The position accounts for 0.07% of the portfolio, ranked #276.

Gladstone Institutional Advisory first reported a position in SPTS in Q3 2022 and has held it in 16 quarters since. The position peaked at $9.5M in Q3 2022. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Gladstone Institutional Advisory held 74,707 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $2.17M as of Q2 2026.
  • Gladstone Institutional Advisory sold 6,079 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $177K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.07% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #276 holding.
  • Gladstone Institutional Advisory first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
  • Gladstone Institutional Advisory's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $9.5M in Q3 2022.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.