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IHT Wealth Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

IHT Wealth Management’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 		$351K Sell
12,043
-25,025
-68% -$732K 0.01% 950
2025
Q4 		$1.09M Sell
37,068
-45,195
-55% -$1.32M 0.03% 522
2025
Q3 		$2.41M Buy
82,263
+965
+1% +$28.2K 0.06% 291
2025
Q2 		$2.38M Buy
81,298
+23,829
+41% +$695K 0.07% 279
2025
Q1 		$1.68M Buy
57,469
+4,595
+9% +$134K 0.05% 323
2024
Q4 		$1.53M Sell
52,874
-8,440
-14% -$245K 0.05% 331
2024
Q3 		$1.8M Sell
61,314
-87
-0.1% -$2.54K 0.05% 346
2024
Q2 		$1.77M Buy
61,401
+253
+0.4% +$7.28K 0.07% 278
2024
Q1 		$1.77M Sell
61,148
-875
-1% -$25.3K 0.07% 284
2023
Q4 		$1.8M Buy
62,023
+5,373
+9% +$155K 0.08% 239
2023
Q3 		$1.63M Buy
56,650
+11,650
+26% +$335K 0.08% 235
2023
Q2 		$1.3M Buy
45,000
+5,294
+13% +$154K 0.07% 276
2023
Q1 		$1.16M Buy
39,706
+3,187
+9% +$92.4K 0.07% 274
2022
Q4 		$1.06M Buy
+36,519
New +$1.05M 0.07% 289
2022
Q3 		– Sell
-6,792
Closed -$200K – 905
2022
Q2 		$200K Sell
6,792
-4,691
-41% -$138K 0.02% 668
2022
Q1 		$340K Sell
11,483
-7,611
-40% -$229K 0.03% 530
2021
Q4 		$581K Sell
19,094
-24,022
-56% -$733K 0.04% 394
2021
Q3 		$1.32M Sell
43,116
-38,594
-47% -$1.18M 0.11% 189
2021
Q2 		$2.5M Sell
81,710
-346
-0.4% -$10.6K 0.16% 132
2021
Q1 		$2.52M Buy
82,056
+48,006
+141% +$1.47M 0.18% 127
2020
Q4 		$1.05M Hold
34,050
– – 0.09% 235
2020
Q3 		$1.04M Buy
34,050
+1,724
+5% +$52.9K 0.1% 202
2020
Q2 		$993K Buy
+32,326
New +$992K 0.14% 164
2020
Q1 		– Sell
-11,119
Closed -$333K – 648
2019
Q4 		$333K Buy
+11,119
New +$333K 0.04% 423

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IHT Wealth Management's SPTS Position: Q1 2026 in Review

IHT Wealth Management reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 68% in Q1 2026, selling an estimated $732K and leaving 12,043 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #950.

IHT Wealth Management first reported a position in SPTS in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.52M in Q1 2021. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • IHT Wealth Management held 12,043 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $351K as of Q1 2026.
  • IHT Wealth Management sold 25,025 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $732K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #950 holding.
  • IHT Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2019 and has held it in 24 quarters since.
  • IHT Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $2.52M in Q1 2021.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.