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

Lowe 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 Q3	$13M	Buy	443,942 +17,304	+4%	+$506K	4.75%	5
2025 Q2	$12.5M	Buy	426,638 +30,812	+8%	+$899K	4.88%	5
2025 Q1	$11.6M	Buy	395,826 +25,795	+7%	+$750K	4.92%	5
2024 Q4	$10.7M	Buy	370,031 +52,251	+16%	+$1.52M	4.57%	5
2024 Q3	$9.35M	Buy	317,780 +24,723	+8%	+$721K	4.03%	6
2024 Q2	$8.46M	Buy	293,057 +33,584	+13%	+$966K	3.85%	7
2024 Q1	$7.5M	Buy	259,473 +28,814	+12%	+$835K	3.49%	7
2023 Q4	$6.7M	Buy	230,659 +62,853	+37%	+$1.81M	3.32%	7
2023 Q3	$4.82M	Buy	167,806 +104,953	+167%	+$3.02M	2.56%	9
2023 Q2	$1.81M	Buy	62,853 +46,998	+296%	+$1.37M	0.92%	14
2023 Q1	$463K	Buy	+15,855	New	+$460K	0.25%	33

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lowe Wealth Advisors's SPTS Position: Q3 2025 in Review

Lowe Wealth Advisors increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 4.1% in Q3 2025, buying an estimated $506K and bringing the position to 443,942 shares worth $13M. The position accounts for 4.75% of the portfolio, ranked #5.

Lowe Wealth Advisors first reported a position in SPTS in Q1 2023 and has held it in 11 quarters since. 393 funds tracked by Wall St. Rank hold SPTS as of Q3 2025.

Lowe Wealth Advisors held 443,942 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $13M as of Q3 2025.
Lowe Wealth Advisors bought 17,304 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2025, an estimated $506K.
State Street SPDR Portfolio Short Term Treasury ETF made up 4.75% of Lowe Wealth Advisors's portfolio in Q3 2025, its #5 holding.
Lowe Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2023 and has held it in 11 quarters since.
393 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.