Morton Brown Family Wealth’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Morton Brown Family Wealth’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	–	Sell	-344	Closed	-$10.1K	–	318
2025 Q2	$10.1K	Hold	344	–	–	﹤0.01%	189
2025 Q1	$10.1K	Hold	344	–	–	﹤0.01%	192
2024 Q4	$9.98K	Hold	344	–	–	﹤0.01%	176
2024 Q3	$10.1K	Hold	344	–	–	﹤0.01%	167
2024 Q2	$9.97K	Sell	344 -104	-23%	-$2.99K	﹤0.01%	157
2024 Q1	$13K	Hold	448	–	–	0.01%	140
2023 Q4	$13K	Buy	+448	New	+$12.9K	0.01%	168
2023 Q2	–	Sell	-489	Closed	-$14.3K	–	281
2023 Q1	$14.3K	Buy	+489	New	+$14.2K	0.01%	114
2022 Q2	–	Sell	-334	Closed	-$10K	–	302
2022 Q1	$10K	Hold	334	–	–	0.01%	108
2021 Q4	$10K	Buy	+334	New	+$10.2K	0.01%	122

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RBA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morton Brown Family Wealth's SPTS Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q3 2025, closing a stake of 344 shares — an estimated $10.1K sold.

Morton Brown Family Wealth first reported a position in SPTS in Q4 2021 and held it in 10 quarters. The position peaked at $14.3K in Q1 2023. 392 funds tracked by Wall St. Rank hold SPTS as of Q3 2025.

Morton Brown Family Wealth reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 344 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2025, an estimated $10.1K.
Morton Brown Family Wealth first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2021 and held it in 10 quarters.
Morton Brown Family Wealth's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $14.3K in Q1 2023.
392 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.