GLOBALT Investments’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

GLOBALT Investments’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	$296M	Buy	10,136,473 +5,697,783	+128%	+$167M	10.55%	3
2025 Q4	$130M	Sell	4,438,690 -16,558	-0.4%	-$485K	4.74%	5
2025 Q3	$131M	Sell	4,455,248 -81,629	-2%	-$2.39M	4.77%	5
2025 Q2	$133M	Buy	4,536,877 +397,817	+10%	+$11.6M	5.09%	5
2025 Q1	$121M	Buy	4,139,060 +13,875	+0.3%	+$403K	4.95%	5
2024 Q4	$120M	Sell	4,125,185 -5,119,198	-55%	-$149M	4.58%	5
2024 Q3	$272M	Buy	9,244,383 +4,548,662	+97%	+$133M	10.18%	3
2024 Q2	$136M	Sell	4,695,721 -2,878	-0.1%	-$82.8K	5.41%	4
2024 Q1	$136M	Buy	4,698,599 +1,519,822	+48%	+$44M	5.41%	3
2023 Q4	$92.3M	Buy	+3,178,777	New	+$91.6M	3.84%	6

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GLOBALT Investments's SPTS Position: Q1 2026 in Review

GLOBALT Investments increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 128% in Q1 2026, buying an estimated $167M and bringing the position to 10,136,473 shares worth $296M. The position accounts for 10.55% of the portfolio, ranked #3.

GLOBALT Investments first reported a position in SPTS in Q4 2023 and has held it in 10 quarters since. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

GLOBALT Investments held 10,136,473 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $296M as of Q1 2026.
GLOBALT Investments bought 5,697,783 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $167M.
State Street SPDR Portfolio Short Term Treasury ETF made up 10.55% of GLOBALT Investments's portfolio in Q1 2026, its #3 holding.
GLOBALT Investments first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.