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

LifeSteps Financial’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
-6,927
Closed -$202K – 793
2026
Q1 		$202K Hold
6,927
– – 0.13% 93
2025
Q4 		$203K Hold
6,927
– – 0.13% 88
2025
Q3 		$203K Hold
6,927
– – 0.13% 86
2025
Q2 		$203K Hold
6,927
– – 0.14% 84
2025
Q1 		$203K Hold
6,927
– – 0.16% 80
2024
Q4 		$201K Buy
+6,927
New +$201K 0.15% 80
2022
Q2 		– Sell
-276,988
Closed -$8.21M – 81
2022
Q1 		$8.21M Sell
276,988
-26,339
-9% -$792K 6.07% 3
2021
Q4 		$9.23M Buy
303,327
+19,385
+7% +$591K 6.53% 3
2021
Q3 		$8.7M Buy
283,942
+15,523
+6% +$476K 6.65% 3
2021
Q2 		$8.22M Buy
268,419
+21,973
+9% +$674K 6.32% 3
2021
Q1 		$7.56M Sell
246,446
-16,227
-6% -$498K 6.31% 4
2020
Q4 		$8.07M Buy
262,673
+40,883
+18% +$1.25M 7.4% 3
2020
Q3 		$6.81M Buy
221,790
+2,046
+0.9% +$62.8K 7.18% 3
2020
Q2 		$6.75M Buy
219,744
+119,614
+119% +$3.67M 7.79% 3
2020
Q1 		$3.08M Buy
100,130
+29,444
+42% +$891K 3.54% 5
2019
Q4 		$2.12M Buy
+70,686
New +$2.12M 2% 14

Other funds holding SPTS

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

LifeSteps Financial's SPTS Position: Q2 2026 in Review

LifeSteps Financial sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2026, closing a stake of 6,927 shares — an estimated $202K sold.

LifeSteps Financial first reported a position in SPTS in Q4 2019 and held it in 16 quarters. The position peaked at $9.23M in Q4 2021. 160 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • LifeSteps Financial reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • LifeSteps Financial sold 6,927 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $202K.
  • LifeSteps Financial first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2019 and held it in 16 quarters.
  • LifeSteps Financial's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $9.23M in Q4 2021.
  • 160 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.