Hughes Financial Services
SPTS icon

Hughes Financial Services’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Hughes Financial Services’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 		$16.8M Buy
582,464
+30,240
+5% +$873K 2.13% 9
2026
Q2 		$16M Buy
+552,224
New +$16M 2.12% 10

Other funds holding SPTS

GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Hughes Financial Services's SPTS Position: Q3 2026 in Review

Hughes Financial Services increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 5.5% in Q3 2026, buying an estimated $873K and bringing the position to 582,464 shares worth $16.8M. The position accounts for 2.13% of the portfolio, ranked #9.

Hughes Financial Services first reported a position in SPTS in Q2 2026 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

  • Hughes Financial Services held 582,464 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $16.8M as of Q3 2026.
  • Hughes Financial Services bought 30,240 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2026, an estimated $873K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 2.13% of Hughes Financial Services's portfolio in Q3 2026, its #9 holding.
  • Hughes Financial Services first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2026.

Based on Hughes Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.