IFP Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

IFP Advisors’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 Q2	$207K	Sell	7,150 -734	-9%	-$21.3K	﹤0.01%	1495
2026 Q1	$230K	Buy	7,884 +1,360	+21%	+$39.8K	﹤0.01%	1312
2025 Q4	$191K	Hold	6,524	–	–	﹤0.01%	1397
2025 Q3	$191K	Sell	6,524 -39,899	-86%	-$1.17M	0.01%	1311
2025 Q2	$1.36M	Buy	46,423 +35,544	+327%	+$1.04M	0.04%	479
2025 Q1	$318K	Sell	10,879 -1,455	-12%	-$42.3K	0.01%	957
2024 Q4	$358K	Sell	12,334 -8,127	-40%	-$236K	0.01%	873
2024 Q3	$602K	Sell	20,461 -10,419	-34%	-$304K	0.02%	624
2024 Q2	$891K	Sell	30,880 -5,427	-15%	-$156K	0.04%	473
2024 Q1	$1.05M	Sell	36,307 -11,687	-24%	-$339K	0.05%	401
2023 Q4	$1.39M	Sell	47,994 -37,239	-44%	-$1.07M	0.07%	317
2023 Q3	$2.45M	Buy	85,233 +5,072	+6%	+$146K	0.11%	195
2023 Q2	$2.31M	Sell	80,161 -3,793	-5%	-$110K	0.1%	228
2023 Q1	$2.48M	Sell	83,954 -96,304	-53%	-$2.79M	0.11%	198
2022 Q4	$5.32M	Buy	180,258 +67,209	+59%	+$1.94M	0.14%	134
2022 Q3	$3.33M	Buy	113,049 +80,878	+251%	+$2.37M	0.09%	250
2022 Q2	$948K	Hold	32,171	–	–	0.03%	601
2022 Q1	$948K	Buy	32,171 +32,162	+357,356%	+$967K	0.03%	601
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	3117
2021 Q3	$1K	Sell	9 -19	-68%	-$582	﹤0.01%	3128
2021 Q2	$1K	Hold	28	–	–	﹤0.01%	2946
2021 Q1	$1K	Buy	28 +19	+211%	+$583	﹤0.01%	2879
2020 Q4	$0	Sell	9 -15	-63%	-$460	﹤0.01%	3082
2020 Q3	$0	Buy	+24	New	+$737	﹤0.01%	2993
2020 Q2	–	Sell	-18,893	Closed	-$580K	–	2932
2020 Q1	$582K	Buy	+18,893	New	+$571K	0.06%	315
2019 Q1	–	Sell	-37	Closed	-$1K	–	3299
2018 Q4	$1K	Buy	37 +24	+185%	+$706	﹤0.01%	3376
2018 Q3	$0	Hold	13	–	–	﹤0.01%	4008
2018 Q2	$0	Buy	+13	New	+$384	﹤0.01%	4043
2016 Q3	–	Sell	-57	Closed	-$2K	–	4029
2016 Q2	$2K	Buy	+57	New	+$1.74K	﹤0.01%	3501

Other funds holding SPTS

MERSOM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

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

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

IFP Advisors's SPTS Position: Q2 2026 in Review

IFP Advisors reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 9.3% in Q2 2026, selling an estimated $21.3K and leaving 7,150 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

IFP Advisors first reported a position in SPTS in Q2 2016 and has held it in 29 quarters since. The position peaked at $5.32M in Q4 2022. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

IFP Advisors held 7,150 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $207K as of Q2 2026.
IFP Advisors sold 734 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $21.3K.
State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1495 holding.
IFP Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2016 and has held it in 29 quarters since.
IFP Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $5.32M in Q4 2022.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.