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Moisand Fitzgerald Tamayo’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Moisand Fitzgerald Tamayo’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 		$37.5K Hold
1,291
– – ﹤0.01% 236
2026
Q1 		$37.7K Sell
1,291
-871
-40% -$25.5K ﹤0.01% 222
2025
Q4 		$63.3K Buy
2,162
+626
+41% +$18.3K 0.01% 175
2025
Q3 		$45K Hold
1,536
– – 0.01% 210
2025
Q2 		$45K Sell
1,536
-80
-5% -$2.33K 0.01% 205
2025
Q1 		$47.3K Sell
1,616
-419
-21% -$12.2K 0.01% 194
2024
Q4 		$59K Sell
2,035
-4,659
-70% -$135K 0.01% 175
2024
Q3 		$197K Sell
6,694
-8,077
-55% -$236K 0.03% 113
2024
Q2 		$426K Sell
14,771
-5,981
-29% -$172K 0.06% 73
2024
Q1 		$600K Sell
20,752
-19,170
-48% -$555K 0.09% 64
2023
Q4 		$1.16M Sell
39,922
-44,841
-53% -$1.29M 0.2% 44
2023
Q3 		$2.43M Buy
84,763
+426
+0.5% +$12.2K 0.51% 29
2023
Q2 		$2.43M Buy
84,337
+961
+1% +$27.9K 0.5% 30
2023
Q1 		$2.44M Buy
83,376
+10,281
+14% +$298K 0.52% 31
2022
Q4 		$2.11M Buy
73,095
+3,368
+5% +$97.3K 0.48% 34
2022
Q3 		$2.02M Sell
69,727
-6,842
-9% -$200K 0.55% 34
2022
Q2 		$2.25M Buy
76,569
+21,038
+38% +$621K 0.61% 33
2022
Q1 		$1.65M Sell
55,531
-22,021
-28% -$662K 0.75% 26
2021
Q4 		$2.36M Sell
77,552
-1,953
-2% -$59.6K 0.66% 30
2021
Q3 		$2.44M Buy
79,505
+1,850
+2% +$56.7K 0.82% 29
2021
Q2 		$2.38M Buy
77,655
+2,905
+4% +$89.1K 0.86% 25
2021
Q1 		$2.29M Buy
74,750
+395
+0.5% +$12.1K 0.99% 23
2020
Q4 		$2.28M Buy
74,355
+3,024
+4% +$92.8K 1.03% 24
2020
Q3 		$2.19M Buy
71,331
+8,927
+14% +$274K 1.13% 23
2020
Q2 		$1.92M Buy
62,404
+10,331
+20% +$317K 1.06% 23
2020
Q1 		$1.6M Sell
52,073
-18,514
-26% -$560K 1.04% 22
2019
Q4 		$2.12M Buy
70,587
+3,981
+6% +$119K 1.09% 20
2019
Q3 		$2M Buy
66,606
+4,143
+7% +$124K 1.08% 20
2019
Q2 		$1.87M Buy
62,463
+2,714
+5% +$80.9K 1.02% 22
2019
Q1 		$1.78M Buy
59,749
+2,527
+4% +$74.9K 0.99% 23
2018
Q4 		$1.69M Sell
57,222
-3,730
-6% -$110K 1.06% 22
2018
Q3 		$1.79M Buy
60,952
+4,698
+8% +$139K 1% 22
2018
Q2 		$1.66M Buy
56,254
+2,423
+5% +$71.6K 0.97% 23
2018
Q1 		$1.6M Buy
+53,831
New +$1.6M 0.95% 22

Other funds holding SPTS

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
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
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
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SPTS Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) position steady in Q2 2026 at 1,291 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Moisand Fitzgerald Tamayo first reported a position in SPTS in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.44M in Q1 2023. 86 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 1,291 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $37.5K as of Q2 2026.
  • Moisand Fitzgerald Tamayo left its State Street SPDR Portfolio Short Term Treasury ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #236 holding.
  • Moisand Fitzgerald Tamayo first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2018 and has held it in 34 quarters since.
  • Moisand Fitzgerald Tamayo's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $2.44M in Q1 2023.
  • 86 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.