Investor's Fiduciary Advisor Network’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Investor's Fiduciary Advisor Network’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	$1.62M	Sell	55,762 -3,931	-7%	-$114K	0.55%	54
2026 Q1	$1.74M	Buy	59,693 +11,858	+25%	+$347K	0.53%	50
2025 Q4	$1.4M	Buy	47,835 +4,212	+10%	+$123K	0.3%	80
2025 Q3	$1.28M	Buy	43,623 +5,048	+13%	+$148K	0.43%	64
2025 Q2	$1.13M	Buy	+38,575	New	+$1.13M	0.42%	67

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

Investor's Fiduciary Advisor Network's SPTS Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 6.6% in Q2 2026, selling an estimated $114K and leaving 55,762 shares worth $1.62M. The position accounts for 0.55% of the portfolio, ranked #54.

Investor's Fiduciary Advisor Network first reported a position in SPTS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.74M in Q1 2026. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Investor's Fiduciary Advisor Network held 55,762 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $1.62M as of Q2 2026.
Investor's Fiduciary Advisor Network sold 3,931 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $114K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.55% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #54 holding.
Investor's Fiduciary Advisor Network first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Investor's Fiduciary Advisor Network's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.74M 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 Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.