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JT Stratford LLC’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

JT Stratford LLC’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 		$4.52M Buy
154,988
+18,463
+14% +$540K 0.58% 37
2025
Q4 		$4M Buy
136,525
+4,584
+3% +$134K 0.51% 38
2025
Q3 		$3.87M Buy
131,941
+25,918
+24% +$758K 0.52% 40
2025
Q2 		$3.11M Buy
106,023
+15,477
+17% +$452K 0.47% 42
2025
Q1 		$2.65M Buy
90,546
+39,610
+78% +$1.15M 0.47% 40
2024
Q4 		$1.48M Sell
50,936
-2,109
-4% -$61.3K 0.24% 94
2024
Q3 		$1.56M Sell
53,045
-10,192
-16% -$297K 0.27% 88
2024
Q2 		$1.83M Sell
63,237
-559
-0.9% -$16.1K 0.34% 65
2024
Q1 		$1.84M Sell
63,796
-39,087
-38% -$1.13M 0.37% 71
2023
Q4 		$2.99M Sell
102,883
-21,317
-17% -$614K 0.68% 28
2023
Q3 		$3.57M Sell
124,200
-212,082
-63% -$6.1M 0.92% 23
2023
Q2 		$9.68M Sell
336,282
-216,699
-39% -$6.3M 2.61% 6
2023
Q1 		$16.2M Buy
552,981
+2,085
+0.4% +$60.5K 4.65% 3
2022
Q4 		$15.9M Buy
550,896
+183,242
+50% +$5.29M 5.09% 3
2022
Q3 		$10.6M Buy
367,654
+234,252
+176% +$6.86M 3.78% 3
2022
Q2 		$3.93M Buy
+133,402
New +$3.94M 1.24% 18

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

JT Stratford LLC's SPTS Position: Q1 2026 in Review

JT Stratford LLC increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 14% in Q1 2026, buying an estimated $540K and bringing the position to 154,988 shares worth $4.52M. The position accounts for 0.58% of the portfolio, ranked #37.

JT Stratford LLC first reported a position in SPTS in Q2 2022 and has held it in 16 quarters since. The position peaked at $16.2M in Q1 2023. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • JT Stratford LLC held 154,988 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $4.52M as of Q1 2026.
  • JT Stratford LLC bought 18,463 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $540K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.58% of JT Stratford LLC's portfolio in Q1 2026, its #37 holding.
  • JT Stratford LLC first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2022 and has held it in 16 quarters since.
  • JT Stratford LLC's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $16.2M in Q1 2023.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.