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Larson Financial Group’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Larson Financial Group’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 		$365K Buy
12,503
+7
+0.1% +$205 0.01% 569
2025
Q4 		$366K Sell
12,496
-541
-4% -$15.8K 0.01% 554
2025
Q3 		$382K Sell
13,037
-98
-0.7% -$2.87K 0.01% 539
2025
Q2 		$385K Sell
13,135
-189
-1% -$5.52K 0.02% 502
2025
Q1 		$390K Buy
13,324
+6
+0% +$174 0.02% 460
2024
Q4 		$386K Sell
13,318
-698
-5% -$20.3K 0.02% 418
2024
Q3 		$412K Sell
14,016
-297
-2% -$8.66K 0.02% 385
2024
Q2 		$413K Sell
14,313
-1,911
-12% -$55K 0.03% 307
2024
Q1 		$469K Sell
16,224
-1,932
-11% -$56K 0.04% 247
2023
Q4 		$527K Sell
18,156
-3,133
-15% -$90.3K 0.05% 211
2023
Q3 		$611K Sell
21,289
-1,523
-7% -$43.8K 0.06% 179
2023
Q2 		$657K Sell
22,812
-8,510
-27% -$247K 0.07% 174
2023
Q1 		$916K Buy
31,322
+3,991
+15% +$116K 0.1% 158
2022
Q4 		$790K Buy
27,331
+16,266
+147% +$470K 0.09% 160
2022
Q3 		$320K Buy
+11,065
New +$324K 0.05% 217

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

Larson Financial Group's SPTS Position: Q1 2026 in Review

Larson Financial Group increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.06% in Q1 2026, buying an estimated $205 and bringing the position to 12,503 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #569.

Larson Financial Group first reported a position in SPTS in Q3 2022 and has held it in 15 quarters since. The position peaked at $916K in Q1 2023. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • Larson Financial Group held 12,503 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $365K as of Q1 2026.
  • Larson Financial Group bought 7 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $205.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #569 holding.
  • Larson Financial Group first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2022 and has held it in 15 quarters since.
  • Larson Financial Group's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $916K 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 Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.