MY Wealth Management
SPTS icon

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

MY 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 		$3.94M Sell
137,294
-23,734
-15% -$685K 2.87% 12
2026
Q2 		$4.67M Sell
161,028
-119,794
-43% -$3.48M 3.29% 11
2026
Q1 		$8.21M Buy
280,822
+137,463
+96% +$4.02M 7.95% 5
2025
Q4 		$4.2M Sell
143,359
-1,591
-1% -$46.6K 3.66% 11
2025
Q3 		$4.25M Buy
144,950
+918
+0.6% +$26.8K 3.73% 12
2025
Q2 		$4.22M Sell
144,032
-136,790
-49% -$3.99M 4.04% 10
2025
Q1 		$8.21M Sell
280,822
-2,646
-0.9% -$76.9K 7.94% 5
2024
Q4 		$8.22M Sell
283,468
-699
-0.2% -$20.3K 8.21% 4
2024
Q3 		$8.36M Buy
284,167
+100,138
+54% +$2.92M 8.48% 3
2024
Q2 		$5.31M Sell
184,029
-43,082
-19% -$1.24M 6.05% 5
2024
Q1 		$6.57M Buy
+227,111
New +$6.58M 7.25% 4
2023
Q4 		– Sell
-71,527
Closed -$2.05M – 29
2023
Q3 		$2.05M Sell
71,527
-732
-1% -$21K 2.04% 16
2023
Q2 		$2.08M Buy
72,259
+1,905
+3% +$55.4K 1.9% 17
2023
Q1 		$2.06M Sell
70,354
-85
-0.1% -$2.46K 2.06% 17
2022
Q4 		$2.03M Sell
70,439
-66
-0.1% -$1.91K 3.1% 11
2022
Q3 		$2.04M Buy
70,505
+19,626
+39% +$575K 2.19% 14
2022
Q2 		$1.5M Sell
50,879
-52
-0.1% -$1.54K 1.62% 18
2022
Q1 		$1.51M Sell
50,931
-183,919
-78% -$5.53M 1.4% 19
2021
Q4 		$7.15M Buy
+234,850
New +$7.17M 6.28% 6

Other funds holding SPTS

CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Private Wealth Group
Private Wealth Group Tampa, Florida $263M AUM 10.69% 1-Year Est. Return

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

MY Wealth Management reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 15% in Q3 2026, selling an estimated $685K and leaving 137,294 shares worth $3.94M. The position accounts for 2.87% of the portfolio, ranked #12.

MY Wealth Management first reported a position in SPTS in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.36M in Q3 2024. 90 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

  • MY Wealth Management held 137,294 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $3.94M as of Q3 2026.
  • MY Wealth Management sold 23,734 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2026, an estimated $685K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 2.87% of MY Wealth Management's portfolio in Q3 2026, its #12 holding.
  • MY Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2021 and has held it in 19 quarters since.
  • MY Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $8.36M in Q3 2024.
  • 90 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2026.

Based on MY Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.