Legacy Trust’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Legacy Trust’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	$227K	Buy	+7,775	New	+$227K	0.04%	194

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Trust's SPTS Position: Q1 2026 in Review

Legacy Trust opened a new position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2026: 7,775 shares worth $227K. The stake represents 0.04% of the portfolio and ranks #194 among its holdings.

421 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

Legacy Trust held 7,775 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $227K as of Q1 2026.
State Street SPDR Portfolio Short Term Treasury ETF was a new Legacy Trust position in Q1 2026.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.04% of Legacy Trust's portfolio in Q1 2026, its #194 holding.
421 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.