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Lloyd Advisory Services’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Lloyd Advisory Services’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
-41
Closed -$1.18K – 963
2026
Q1 		$1.18K Buy
+41
New +$1.2K ﹤0.01% 729
2022
Q2 		– Sell
-3,542
Closed -$105K – 484
2022
Q1 		$105K Buy
3,542
+702
+25% +$21.1K 0.05% 159
2021
Q4 		$86K Buy
2,840
+524
+23% +$16K 0.04% 148
2021
Q3 		$71K Buy
2,316
+388
+20% +$11.9K 0.04% 138
2021
Q2 		$59K Buy
1,928
+265
+16% +$8.13K 0.03% 138
2021
Q1 		$51K Buy
1,663
+409
+33% +$12.5K 0.03% 136
2020
Q4 		$39K Sell
1,254
-8,497
-87% -$261K 0.02% 133
2020
Q3 		$299K Sell
9,751
-1,734
-15% -$53.2K 0.18% 31
2020
Q2 		$353K Buy
11,485
+10,564
+1,147% +$324K 0.22% 33
2020
Q1 		$28K Buy
921
+740
+409% +$22.4K 0.02% 128
2019
Q4 		$5K Buy
+181
New +$5.43K ﹤0.01% 256

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 $3.37T AUM 44.26% 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 22.96% 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

Lloyd Advisory Services's SPTS Position: Q2 2026 in Review

Lloyd Advisory Services sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2026, closing a stake of 41 shares — an estimated $1.18K sold.

Lloyd Advisory Services first reported a position in SPTS in Q4 2019 and held it in 11 quarters. The position peaked at $353K in Q2 2020. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Lloyd Advisory Services reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 41 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $1.18K.
  • Lloyd Advisory Services first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2019 and held it in 11 quarters.
  • Lloyd Advisory Services's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $353K in Q2 2020.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.