Howe & Rusling’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Howe & Rusling’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	$226K	Buy	7,733 +49	+0.6%	+$1.43K	0.01%	277
2025 Q4	$225K	Sell	7,684 -1,237	-14%	-$36.2K	0.01%	283
2025 Q3	$262K	Buy	8,921 +1,412	+19%	+$41.3K	0.02%	254
2025 Q2	$220K	Buy	7,509 +77	+1%	+$2.25K	0.02%	272
2025 Q1	$217K	Sell	7,432 -756	-9%	-$22K	0.02%	257
2024 Q4	$238K	Buy	8,188 +555	+7%	+$16.1K	0.02%	233
2024 Q3	$224K	Buy	7,633 +178	+2%	+$5.19K	0.02%	238
2024 Q2	$215K	Buy	7,455 +78	+1%	+$2.25K	0.02%	234
2024 Q1	$213K	Sell	7,377 -5,697	-44%	-$165K	0.02%	242
2023 Q4	$380K	Buy	13,074 +212	+2%	+$6.11K	0.04%	157
2023 Q3	$369K	Buy	12,862 +8,219	+177%	+$236K	0.04%	150
2023 Q2	$134K	Buy	+4,643	New	+$135K	0.02%	234

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Howe & Rusling's SPTS Position: Q1 2026 in Review

Howe & Rusling increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.64% in Q1 2026, buying an estimated $1.43K and bringing the position to 7,733 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #277.

Howe & Rusling first reported a position in SPTS in Q2 2023 and has held it in 12 quarters since. The position peaked at $380K in Q4 2023. 421 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

Howe & Rusling held 7,733 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $226K as of Q1 2026.
Howe & Rusling bought 49 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $1.43K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #277 holding.
Howe & Rusling first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2023 and has held it in 12 quarters since.
Howe & Rusling's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $380K in Q4 2023.
421 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.