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IFC & Insurance Marketing’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-133,022
Closed -$3.9M – 607
2025
Q4 		$3.9M Buy
+133,022
New +$3.9M 3.86% 7

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $82.7B AUM 28.53% 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 $617B AUM 30.33% 1-Year Est. Return

IFC & Insurance Marketing's SPTS Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2026, closing a stake of 133,022 shares — an estimated $3.9M sold.

IFC & Insurance Marketing first reported a position in SPTS in Q4 2025 and held it in 1 quarter. The position peaked at $3.9M in Q4 2025. 423 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 133,022 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $3.9M.
  • IFC & Insurance Marketing first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $3.9M in Q4 2025.
  • 423 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.