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Global Retirement Partners’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Global Retirement 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 		$329K Buy
+11,332
New +$329K 0.01% 1267
2025
Q4 		$267K Sell
9,132
-118
-1% -$3.46K ﹤0.01% 1303
2025
Q3 		$271K Buy
9,250
+946
+11% +$27.7K 0.01% 1023
2025
Q2 		$243K Buy
+8,304
New +$242K 0.01% 994
2024
Q4 		$2.04M Buy
70,302
+14,839
+27% +$431K 0.06% 296
2024
Q3 		$1.63M Buy
55,463
+7,894
+17% +$230K 0.05% 334
2024
Q2 		$1.37M Buy
47,569
+17,986
+61% +$518K 0.04% 351
2024
Q1 		$856K Buy
29,583
+3,621
+14% +$105K 0.03% 392
2023
Q4 		$756K Buy
25,962
+1,804
+7% +$52K 0.03% 397
2023
Q3 		$692K Sell
24,158
-25,197
-51% -$724K 0.03% 368
2023
Q2 		$1.42M Sell
49,355
-7,083
-13% -$206K 0.07% 255
2023
Q1 		$1.65M Sell
56,438
-45,153
-44% -$1.31M 0.09% 224
2022
Q4 		$2.93M Buy
101,591
+7,591
+8% +$219K 0.2% 111
2022
Q3 		$2.71M Buy
94,000
+56,761
+152% +$1.66M 0.21% 110
2022
Q2 		$1.1M Buy
37,239
+1,342
+4% +$39.6K 0.09% 233
2022
Q1 		$1.06M Buy
+35,897
New +$1.08M 0.08% 244
2021
Q4 		– Sell
-22,332
Closed -$684K – 1582
2021
Q3 		$684K Buy
22,332
+8,153
+58% +$250K 0.07% 242
2021
Q2 		$434K Buy
14,179
+14,044
+10,403% +$431K 0.04% 313
2021
Q1 		$4K Buy
135
+8
+6% +$245 ﹤0.01% 1548
2020
Q4 		$4K Hold
127
– – ﹤0.01% 1511
2020
Q3 		$4K Hold
127
– – ﹤0.01% 1382
2020
Q2 		$4K Buy
+127
New +$3.9K ﹤0.01% 1351

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

Global Retirement Partners's SPTS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2026: 11,332 shares worth $329K. The stake represents 0.01% of the portfolio and ranks #1267 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SPTS as recently as Q4 2025.

Global Retirement Partners first reported a position in SPTS in Q2 2020 and has held it in 22 quarters since. The position peaked at $2.93M in Q4 2022. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Global Retirement Partners held 11,332 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $329K as of Q2 2026.
  • State Street SPDR Portfolio Short Term Treasury ETF was a new Global Retirement Partners position in Q2 2026.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1267 holding.
  • Global Retirement Partners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2020 and has held it in 22 quarters since.
  • Global Retirement Partners's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $2.93M in Q4 2022.
  • 410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.