GI
SPTS icon

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

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

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. 410 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.
  • 410 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.