Main Line Retirement Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Main Line Retirement 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
2026 Q2	$7.8M	Buy	268,794 +12,953	+5%	+$376K	3.58%	12
2026 Q1	$7.47M	Buy	255,841 +2,746	+1%	+$80.3K	3.73%	11
2025 Q4	$7.41M	Buy	253,095 +12,982	+5%	+$380K	3.75%	11
2025 Q3	$7.04M	Buy	240,113 +17,375	+8%	+$508K	3.61%	11
2025 Q2	$6.52M	Sell	222,738 -12,441	-5%	-$363K	3.72%	11
2025 Q1	$6.88M	Buy	235,179 +1,408	+0.6%	+$40.9K	4.47%	11
2024 Q4	$6.78M	Sell	233,771 -5,888	-2%	-$171K	4.47%	11
2024 Q3	$7.05M	Buy	239,659 +20,338	+9%	+$593K	4.83%	10
2024 Q2	$6.33M	Buy	219,321 +5,973	+3%	+$172K	4.85%	10
2024 Q1	$6.17M	Buy	213,348 +16,423	+8%	+$476K	4.85%	10
2023 Q4	$5.72M	Buy	+196,925	New	+$5.67M	4.97%	10

Other funds holding SPTS

MERSOM

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

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

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

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 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 New York $82.7B AUM 28.53% 1-Year Est. Return

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

Main Line Retirement Advisors's SPTS Position: Q2 2026 in Review

Main Line Retirement Advisors increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 5.1% in Q2 2026, buying an estimated $376K and bringing the position to 268,794 shares worth $7.8M. The position accounts for 3.58% of the portfolio, ranked #12.

Main Line Retirement Advisors first reported a position in SPTS in Q4 2023 and has held it in 11 quarters since. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Main Line Retirement Advisors held 268,794 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $7.8M as of Q2 2026.
Main Line Retirement Advisors bought 12,953 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $376K.
State Street SPDR Portfolio Short Term Treasury ETF made up 3.58% of Main Line Retirement Advisors's portfolio in Q2 2026, its #12 holding.
Main Line Retirement Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Main Line Retirement Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.