HHM Wealth Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

HHM Wealth Advisors’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	$37.7M	Sell	1,298,928 -9,269	-0.7%	-$269K	3.78%	5
2026 Q1	$38.2M	Buy	1,308,197 +212,060	+19%	+$6.2M	4.39%	5
2025 Q4	$32.1M	Sell	1,096,137 -20,330	-2%	-$596K	3.78%	6
2025 Q3	$32.7M	Buy	1,116,467 +19,773	+2%	+$578K	3.79%	6
2025 Q2	$32.1M	Sell	1,096,694 -34,940	-3%	-$1.02M	3.82%	6
2025 Q1	$33.1M	Buy	1,131,634 +19,778	+2%	+$575K	4.45%	5
2024 Q4	$32.3M	Buy	1,111,856 +43,268	+4%	+$1.26M	4.39%	4
2024 Q3	$31.4M	Buy	1,068,588 +282,414	+36%	+$8.24M	4.46%	4
2024 Q2	$22.7M	Buy	+786,174	New	+$22.6M	3.42%	7
2023 Q4	–	Sell	-335	Closed	-$9.62K	–	813
2023 Q3	$9.62K	Hold	335	–	–	﹤0.01%	514
2023 Q2	$9.64K	Buy	+335	New	+$9.73K	﹤0.01%	538

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

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

HWA

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

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

BSWM

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

HHM Wealth Advisors's SPTS Position: Q2 2026 in Review

HHM Wealth Advisors reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.71% in Q2 2026, selling an estimated $269K and leaving 1,298,928 shares worth $37.7M. The position accounts for 3.78% of the portfolio, ranked #5.

HHM Wealth Advisors first reported a position in SPTS in Q2 2023 and has held it in 11 quarters since. The position peaked at $38.2M in Q1 2026. 118 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

HHM Wealth Advisors held 1,298,928 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $37.7M as of Q2 2026.
HHM Wealth Advisors sold 9,269 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $269K.
State Street SPDR Portfolio Short Term Treasury ETF made up 3.78% of HHM Wealth Advisors's portfolio in Q2 2026, its #5 holding.
HHM Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2023 and has held it in 11 quarters since.
HHM Wealth Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $38.2M in Q1 2026.
118 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.