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Impact Partnership Wealth’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Impact Partnership Wealth’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 		$19.2M Sell
663,501
-335,546
-34% -$9.75M 1.87% 11
2026
Q1 		$29.2M Buy
999,047
+65,868
+7% +$1.93M 3.6% 7
2025
Q4 		$27.3M Buy
933,179
+468,085
+101% +$13.7M 3.5% 5
2025
Q3 		$13.6M Buy
465,094
+38,925
+9% +$1.14M 2.03% 10
2025
Q2 		$12.5M Sell
426,169
-224,269
-34% -$6.55M 2.3% 12
2025
Q1 		$19M Buy
650,438
+268,263
+70% +$7.8M 4.06% 7
2024
Q4 		$11.1M Sell
382,175
-91,852
-19% -$2.67M 2.24% 12
2024
Q3 		$13.9M Buy
474,027
+199,883
+73% +$5.83M 3.15% 9
2024
Q2 		$7.91M Buy
274,144
+137,614
+101% +$3.96M 2.08% 10
2024
Q1 		$3.95M Sell
136,530
-150,963
-53% -$4.37M 1.56% 12
2023
Q4 		$8.35M Buy
287,493
+12,067
+4% +$348K 3.05% 6
2023
Q3 		$7.91M Buy
275,426
+275,223
+135,578% +$7.91M 2.46% 8
2023
Q2 		$5.84K Buy
+203
New +$5.9K ﹤0.01% 481

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
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Envestnet Asset Management
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Impact Partnership Wealth's SPTS Position: Q2 2026 in Review

Impact Partnership Wealth reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 34% in Q2 2026, selling an estimated $9.75M and leaving 663,501 shares worth $19.2M. The position accounts for 1.87% of the portfolio, ranked #11.

Impact Partnership Wealth first reported a position in SPTS in Q2 2023 and has held it in 13 quarters since. The position peaked at $29.2M in Q1 2026. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Impact Partnership Wealth held 663,501 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $19.2M as of Q2 2026.
  • Impact Partnership Wealth sold 335,546 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $9.75M.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 1.87% of Impact Partnership Wealth's portfolio in Q2 2026, its #11 holding.
  • Impact Partnership Wealth first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
  • Impact Partnership Wealth's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $29.2M in Q1 2026.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.