HORAN Wealth’s State Street SPDR Portfolio Short Term Treasury Index 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 Q3	$532K	Sell	18,546 -5,225	-22%	-$151K	0.05%	156
2026 Q2	$690K	Sell	23,771 -10,685	-31%	-$310K	0.09%	118
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

HORAN Wealth's SPTS Position: Q3 2026 in Review

HORAN Wealth reduced its State Street SPDR Portfolio Short Term Treasury Index ETF (SPTS) stake by 22% in Q3 2026, selling an estimated $151K and leaving 18,546 shares worth $532K. The position accounts for 0.05% of the portfolio, ranked #156.

HORAN Wealth first reported a position in SPTS in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.07M in Q3 2025. 371 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

HORAN Wealth held 18,546 shares of State Street SPDR Portfolio Short Term Treasury Index ETF worth $532K as of Q3 2026.
HORAN Wealth sold 5,225 State Street SPDR Portfolio Short Term Treasury Index ETF shares in Q3 2026, an estimated $151K.
State Street SPDR Portfolio Short Term Treasury Index ETF made up 0.05% of HORAN Wealth's portfolio in Q3 2026, its #156 holding.
HORAN Wealth first reported a position in State Street SPDR Portfolio Short Term Treasury Index ETF in Q3 2025 and has held it in 5 quarters since.
HORAN Wealth's State Street SPDR Portfolio Short Term Treasury Index ETF position peaked at $1.07M in Q3 2025.
371 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury Index ETF as of Q3 2026.

Based on HORAN Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.