LWMI
SPTS icon

Legacy Wealth Management (Idaho)’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-220
Closed -$6.42K – 850
2026
Q1 		$6.42K Buy
+220
New +$6.43K ﹤0.01% 571

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SPTS Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2026, closing a stake of 220 shares — an estimated $6.42K sold.

Legacy Wealth Management (Idaho) first reported a position in SPTS in Q1 2026 and held it in 1 quarter. The position peaked at $6.42K in Q1 2026. 412 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 220 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $6.42K.
  • Legacy Wealth Management (Idaho) first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s State Street SPDR Portfolio Short Term Treasury ETF position peaked at $6.42K in Q1 2026.
  • 412 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.