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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
Q2 		$229K Sell
7,885
-1,724
-18% -$50.1K ﹤0.01% 428
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 $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

HM Payson & Co's SPTS Position: Q2 2026 in Review

HM Payson & Co reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 18% in Q2 2026, selling an estimated $50.1K and leaving 7,885 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

HM Payson & Co first reported a position in SPTS in Q4 2023 and has held it in 11 quarters since. The position peaked at $421K in Q3 2025. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • HM Payson & Co held 7,885 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $229K as of Q2 2026.
  • HM Payson & Co sold 1,724 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $50.1K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #428 holding.
  • HM Payson & Co first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • HM Payson & Co's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $421K in Q3 2025.
  • 410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.