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

Gradient 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 Q2	$20.2M	Buy	695,270 +77,866	+13%	+$2.26M	0.28%	110
2026 Q1	$18M	Buy	617,404 +35,179	+6%	+$1.03M	0.28%	107
2025 Q4	$17M	Buy	582,225 +24,040	+4%	+$704K	0.27%	114
2025 Q3	$16.4M	Sell	558,185 -31,846	-5%	-$931K	0.27%	109
2025 Q2	$17.3M	Sell	590,031 -628	-0.1%	-$18.3K	0.32%	101
2025 Q1	$17.3M	Buy	+590,659	New	+$17.2M	0.35%	90
2024 Q3	–	Sell	-16,921	Closed	-$489K	–	1143
2024 Q2	$489K	Buy	16,921 +16,920	+1,692,000%	+$487K	0.01%	238
2024 Q1	$25	Sell	1 -250	-100%	-$7.24K	﹤0.01%	1179
2023 Q4	$7.29K	Sell	251 -476	-65%	-$13.7K	﹤0.01%	897
2023 Q3	$20.9K	Buy	727 +563	+343%	+$16.2K	﹤0.01%	671
2023 Q2	$4.72K	Sell	164 -916	-85%	-$26.6K	﹤0.01%	964
2023 Q1	$31.6K	Sell	1,080 -149	-12%	-$4.32K	﹤0.01%	581
2022 Q4	$35.5K	Sell	1,229 -309,758	-100%	-$8.95M	﹤0.01%	569
2022 Q3	$8.99M	Buy	310,987 +310,802	+168,001%	+$9.11M	0.28%	106
2022 Q2	$5K	Sell	185 -1,647	-90%	-$48.6K	﹤0.01%	908
2022 Q1	$54K	Buy	+1,832	New	+$55.1K	﹤0.01%	463
2021 Q2	–	Sell	-109	Closed	-$3K	–	1252
2021 Q1	$3K	Buy	109 +91	+506%	+$2.79K	﹤0.01%	973
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	1085
2020 Q3	$1K	Sell	18 -138	-88%	-$4.24K	﹤0.01%	1090
2020 Q2	$5K	Sell	156 -229,130	-100%	-$7.03M	﹤0.01%	751
2020 Q1	$7.04M	Buy	229,286 +76,453	+50%	+$2.31M	0.38%	71
2019 Q4	$4.58M	Sell	152,833 -95,038	-38%	-$2.85M	0.2%	96
2019 Q3	$7.44M	Buy	247,871 +32,064	+15%	+$962K	0.36%	84
2019 Q2	$6.47M	Buy	+215,807	New	+$6.43M	0.33%	83

Other funds holding SPTS

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

SRSA

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

Gradient Investments's SPTS Position: Q2 2026 in Review

Gradient Investments increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 13% in Q2 2026, buying an estimated $2.26M and bringing the position to 695,270 shares worth $20.2M. The position accounts for 0.28% of the portfolio, ranked #110.

Gradient Investments first reported a position in SPTS in Q2 2019 and has held it in 24 quarters since. 66 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Gradient Investments held 695,270 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $20.2M as of Q2 2026.
Gradient Investments bought 77,866 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $2.26M.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.28% of Gradient Investments's portfolio in Q2 2026, its #110 holding.
Gradient Investments first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2019 and has held it in 24 quarters since.
66 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.