Highline Wealth Partners
SPTS icon

Highline Wealth Partners’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Highline Wealth Partners’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
Q3 		$299K Buy
10,436
+2,366
+29% +$68.3K 0.06% 95
2026
Q2 		$234K Buy
+8,070
New +$234K 0.05% 102

Other funds holding SPTS

CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Private Wealth Group
Private Wealth Group Tampa, Florida $263M AUM 10.69% 1-Year Est. Return

Highline Wealth Partners's SPTS Position: Q3 2026 in Review

Highline Wealth Partners increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 29% in Q3 2026, buying an estimated $68.3K and bringing the position to 10,436 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #95.

Highline Wealth Partners first reported a position in SPTS in Q2 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

  • Highline Wealth Partners held 10,436 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $299K as of Q3 2026.
  • Highline Wealth Partners bought 2,366 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2026, an estimated $68.3K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.06% of Highline Wealth Partners's portfolio in Q3 2026, its #95 holding.
  • Highline Wealth Partners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.