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Jefferson Bridge Capital’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Jefferson Bridge Capital’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 		$533K Sell
18,387
-9,459
-34% -$275K 0.46% 49
2026
Q1 		$813K Buy
27,846
+9,358
+51% +$274K 0.81% 41
2025
Q4 		$541K Buy
+18,488
New +$542K 0.55% 46

Other funds holding SPTS

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
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Jefferson Bridge Capital's SPTS Position: Q2 2026 in Review

Jefferson Bridge Capital reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 34% in Q2 2026, selling an estimated $275K and leaving 18,387 shares worth $533K. The position accounts for 0.46% of the portfolio, ranked #49.

Jefferson Bridge Capital first reported a position in SPTS in Q4 2025 and has held it in 3 quarters since. The position peaked at $813K in Q1 2026. 232 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Jefferson Bridge Capital held 18,387 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $533K as of Q2 2026.
  • Jefferson Bridge Capital sold 9,459 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $275K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.46% of Jefferson Bridge Capital's portfolio in Q2 2026, its #49 holding.
  • Jefferson Bridge Capital first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Jefferson Bridge Capital's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $813K in Q1 2026.
  • 232 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Jefferson Bridge Capital's 13F filing for Q2 2026, filed 21 Jul 2026.