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

HORAN Wealth’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 		$1.01M Hold
34,456
– – 0.1% 96
2025
Q4 		$1.01M Sell
34,456
-1,877
-5% -$55K 0.16% 80
2025
Q3 		$1.07M Buy
+36,333
New +$1.06M 0.17% 85

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 $377B 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 $3.21B AUM 13.73% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HORAN Wealth's SPTS Position: Q1 2026 in Review

HORAN Wealth held its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) position steady in Q1 2026 at 34,456 shares worth $1.01M. The position accounts for 0.1% of the portfolio, ranked #96.

HORAN Wealth first reported a position in SPTS in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q3 2025. 421 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • HORAN Wealth held 34,456 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $1.01M as of Q1 2026.
  • HORAN Wealth left its State Street SPDR Portfolio Short Term Treasury ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.1% of HORAN Wealth's portfolio in Q1 2026, its #96 holding.
  • HORAN Wealth first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • HORAN Wealth's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.07M in Q3 2025.
  • 421 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.