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HM Payson & Co’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

HM Payson & Co’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
Q1 		$280K Sell
9,609
-2,772
-22% -$81.1K ﹤0.01% 379
2025
Q4 		$363K Sell
12,381
-1,974
-14% -$57.8K 0.01% 334
2025
Q3 		$421K Buy
14,355
+4,589
+47% +$134K 0.01% 313
2025
Q2 		$286K Sell
9,766
-3,545
-27% -$103K ﹤0.01% 360
2025
Q1 		$389K Buy
13,311
+762
+6% +$22.2K 0.01% 312
2024
Q4 		$364K Buy
12,549
+2,359
+23% +$68.6K 0.01% 323
2024
Q3 		$300K Sell
10,190
-730
-7% -$21.3K 0.01% 353
2024
Q2 		$315K Buy
10,920
+7,960
+269% +$229K 0.01% 339
2024
Q1 		$85.6K Buy
2,960
+1,234
+71% +$35.7K ﹤0.01% 521
2023
Q4 		$50.1K Buy
+1,726
New +$49.7K ﹤0.01% 597

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return