IFG Advisory’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

IFG Advisory’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
2025 Q4	–	Sell	-8,096	Closed	-$237K	–	798
2025 Q3	$237K	Buy	8,096 +80	+1%	+$2.34K	0.01%	699
2025 Q2	$235K	Sell	8,016 -7	-0.1%	-$204	0.01%	676
2025 Q1	$235K	Sell	8,023 -1,707	-18%	-$49.6K	0.01%	625
2024 Q4	$282K	Buy	+9,730	New	+$283K	0.02%	546
2024 Q1	–	Sell	-17,669	Closed	-$513K	–	545
2023 Q4	$513K	Buy	17,669 +2,254	+15%	+$64.9K	0.04%	362
2023 Q3	$443K	Buy	15,415 +225	+1%	+$6.47K	0.04%	368
2023 Q2	$437K	Buy	15,190 +8,186	+117%	+$238K	0.04%	280
2023 Q1	$205K	Buy	+7,004	New	+$203K	0.02%	488
2022 Q4	–	Sell	-9,633	Closed	-$278K	–	536
2022 Q3	$278K	Sell	9,633 -1,238	-11%	-$36.3K	0.03%	424
2022 Q2	$320K	Buy	10,871 +3,168	+41%	+$93.5K	0.03%	367
2022 Q1	$228K	Sell	7,703 -6,900	-47%	-$207K	0.02%	451
2021 Q4	$444K	Buy	14,603 +1,702	+13%	+$51.9K	0.04%	328
2021 Q3	$395K	Buy	+12,901	New	+$396K	0.04%	336

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

IFG Advisory's SPTS Position: Q4 2025 in Review

IFG Advisory sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2025, closing a stake of 8,096 shares — an estimated $237K sold.

IFG Advisory first reported a position in SPTS in Q3 2021 and held it in 13 quarters. The position peaked at $513K in Q4 2023. 423 funds tracked by Wall St. Rank hold SPTS as of Q4 2025.

IFG Advisory reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
IFG Advisory sold 8,096 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2025, an estimated $237K.
IFG Advisory first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2021 and held it in 13 quarters.
IFG Advisory's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $513K in Q4 2023.
423 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2025.

Based on IFG Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.