MBE Wealth Management’s State Street SPDR Portfolio Short Term Treasury Index ETF SPTS Stock Holding History

MBE Wealth Management’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 Q3	$247K	Buy	+8,598	New	+$248K	0.09%	144
2025 Q3	–	Sell	-9,361	Closed	-$274K	–	144
2025 Q2	$274K	Buy	+9,361	New	+$273K	0.12%	104

Other funds holding SPTS

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

MBE Wealth Management's SPTS Position: Q3 2026 in Review

MBE Wealth Management opened a new position in State Street SPDR Portfolio Short Term Treasury Index ETF (SPTS) in Q3 2026: 8,598 shares worth $247K. The stake represents 0.09% of the portfolio and ranks #144 among its holdings. This is a return to the name: MBE Wealth Management previously reported a position in SPTS as recently as Q2 2025.

MBE Wealth Management first reported a position in SPTS in Q2 2025 and has held it in 2 quarters since. The position peaked at $274K in Q2 2025. 371 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

MBE Wealth Management held 8,598 shares of State Street SPDR Portfolio Short Term Treasury Index ETF worth $247K as of Q3 2026.
State Street SPDR Portfolio Short Term Treasury Index ETF was a new MBE Wealth Management position in Q3 2026.
State Street SPDR Portfolio Short Term Treasury Index ETF made up 0.09% of MBE Wealth Management's portfolio in Q3 2026, its #144 holding.
MBE Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury Index ETF in Q2 2025 and has held it in 2 quarters since.
MBE Wealth Management's State Street SPDR Portfolio Short Term Treasury Index ETF position peaked at $274K in Q2 2025.
371 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury Index ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.