Goldstone Financial Group’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Goldstone Financial Group’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	$611K	Sell	21,075 -182	-0.9%	-$5.29K	0.06%	167
2026 Q1	$620K	Sell	21,257 -1,315	-6%	-$38.5K	0.07%	156
2025 Q4	$661K	Sell	22,572 -643	-3%	-$18.8K	0.07%	147
2025 Q3	$681K	Sell	23,215 -8,072	-26%	-$236K	0.08%	143
2025 Q2	$912K	Sell	31,287 -34,723	-53%	-$1.01M	0.12%	106
2025 Q1	$1.93M	Sell	66,010 -549	-0.8%	-$16K	0.29%	63
2024 Q4	$1.93M	Sell	66,559 -37,878	-36%	-$1.1M	0.3%	61
2024 Q3	$3.07M	Sell	104,437 -7,797	-7%	-$227K	0.53%	42
2024 Q2	$3.24M	Buy	112,234 +23,338	+26%	+$672K	0.65%	38
2024 Q1	$2.57M	Buy	88,896 +20,097	+29%	+$582K	0.59%	39
2023 Q4	$2M	Buy	68,799 +19,125	+39%	+$551K	0.52%	41
2023 Q3	$1.43M	Buy	49,674 +4,358	+10%	+$125K	0.42%	47
2023 Q2	$1.3M	Buy	45,316 +15,062	+50%	+$438K	0.38%	52
2023 Q1	$884K	Buy	+30,254	New	+$878K	0.29%	60

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

Goldstone Financial Group's SPTS Position: Q2 2026 in Review

Goldstone Financial Group reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.86% in Q2 2026, selling an estimated $5.29K and leaving 21,075 shares worth $611K. The position accounts for 0.06% of the portfolio, ranked #167.

Goldstone Financial Group first reported a position in SPTS in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.24M in Q2 2024. 411 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Goldstone Financial Group held 21,075 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $611K as of Q2 2026.
Goldstone Financial Group sold 182 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $5.29K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.06% of Goldstone Financial Group's portfolio in Q2 2026, its #167 holding.
Goldstone Financial Group first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $3.24M in Q2 2024.
411 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.