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

Golden State 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
2026 Q2	$1.07K	Hold	37	–	–	﹤0.01%	1476
2026 Q1	$1.08K	Sell	37 -31,171	-100%	-$912K	﹤0.01%	1440
2025 Q4	$914K	Buy	31,208 +9,496	+44%	+$278K	0.1%	165
2025 Q3	$637K	Buy	21,712 +3,882	+22%	+$113K	0.07%	209
2025 Q2	$522K	Buy	17,830 +2,836	+19%	+$82.8K	0.06%	223
2025 Q1	$438K	Buy	14,994 +10,619	+243%	+$309K	0.07%	225
2024 Q4	$127K	Buy	+4,375	New	+$127K	0.02%	391
2020 Q4	–	Sell	-10,244	Closed	-$315K	–	402
2020 Q3	$315K	Buy	+10,244	New	+$315K	0.11%	139
2020 Q2	–	Sell	-63,488	Closed	-$1.95M	–	834
2020 Q1	$1.95M	Buy	+63,488	New	+$1.92M	0.86%	23
2019 Q4	–	Sell	-2,575	Closed	-$77K	–	806
2019 Q3	$77K	Buy	2,575 +562	+28%	+$16.9K	0.03%	354
2019 Q2	$60K	Buy	2,013 +1,806	+872%	+$53.8K	0.02%	413
2019 Q1	$6K	Buy	+207	New	+$6.13K	﹤0.01%	878

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 $3.37T AUM 44.26% 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 22.96% 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 New York $82.7B AUM 28.53% 1-Year Est. Return

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

Golden State Wealth Management's SPTS Position: Q2 2026 in Review

Golden State Wealth Management held its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) position steady in Q2 2026 at 37 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Golden State Wealth Management first reported a position in SPTS in Q1 2019 and has held it in 12 quarters since. The position peaked at $1.95M in Q1 2020. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Golden State Wealth Management held 37 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $1.07K as of Q2 2026.
Golden State Wealth Management left its State Street SPDR Portfolio Short Term Treasury ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1476 holding.
Golden State Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.95M in Q1 2020.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.