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LifeGoal Wealth Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

LifeGoal Wealth Advisors’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
2025
Q4 		– Sell
-9,962
Closed -$292K – 80
2025
Q3 		$292K Buy
+9,962
New +$291K 0.24% 59

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LifeGoal Wealth Advisors's SPTS Position: Q4 2025 in Review

LifeGoal Wealth Advisors sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2025, closing a stake of 9,962 shares — an estimated $292K sold.

LifeGoal Wealth Advisors first reported a position in SPTS in Q3 2025 and held it in 1 quarter. The position peaked at $292K in Q3 2025. 422 funds tracked by Wall St. Rank hold SPTS as of Q4 2025.

  • LifeGoal Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • LifeGoal Wealth Advisors sold 9,962 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2025, an estimated $292K.
  • LifeGoal Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2025 and held it in 1 quarter.
  • LifeGoal Wealth Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $292K in Q3 2025.
  • 422 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2025.

Based on LifeGoal Wealth Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.