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HighPoint Advisor Group’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

HighPoint Advisor 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 		$6.52M Sell
224,755
-17,044
-7% -$495K 0.23% 91
2026
Q1 		$7.06M Buy
241,799
+5,057
+2% +$148K 0.3% 73
2025
Q4 		$6.93M Buy
+236,742
New +$6.94M 0.15% 119

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

HighPoint Advisor Group's SPTS Position: Q2 2026 in Review

HighPoint Advisor Group reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 7% in Q2 2026, selling an estimated $495K and leaving 224,755 shares worth $6.52M. The position accounts for 0.23% of the portfolio, ranked #91.

HighPoint Advisor Group first reported a position in SPTS in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.06M in Q1 2026. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • HighPoint Advisor Group held 224,755 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $6.52M as of Q2 2026.
  • HighPoint Advisor Group sold 17,044 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $495K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.23% of HighPoint Advisor Group's portfolio in Q2 2026, its #91 holding.
  • HighPoint Advisor Group first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • HighPoint Advisor Group's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $7.06M in Q1 2026.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.