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

Motley Fool 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 Q1	–	Sell	-9,992	Closed	-$293K	–	127
2025 Q4	$293K	Buy	+9,992	New	+$293K	0.02%	128
2025 Q1	–	Sell	-38,086	Closed	-$1.1M	–	133
2024 Q4	$1.1M	Buy	+38,086	New	+$1.11M	0.06%	129
2024 Q1	–	Sell	-37,234	Closed	-$1.08M	–	132
2023 Q4	$1.08M	Sell	37,234 -1,329,134	-97%	-$38.3M	0.06%	117
2023 Q3	$36M	Buy	+1,366,368	New	+$39.3M	2.08%	12

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

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

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

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

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

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

Motley Fool Wealth Management's SPTS Position: Q1 2026 in Review

Motley Fool Wealth Management sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2026, closing a stake of 9,992 shares — an estimated $293K sold.

Motley Fool Wealth Management first reported a position in SPTS in Q3 2023 and held it in 4 quarters. The position peaked at $36M in Q3 2023. 423 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

Motley Fool Wealth Management reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Motley Fool Wealth Management sold 9,992 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $293K.
Motley Fool Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2023 and held it in 4 quarters.
Motley Fool Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $36M in Q3 2023.
423 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Motley Fool Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.