MWM
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
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% -$1.53K 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

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MY Wealth Management's SPTS Position: Q2 2026 in Review

MY Wealth Management reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 43% in Q2 2026, selling an estimated $3.48M and leaving 161,028 shares worth $4.67M. The position accounts for 3.29% of the portfolio, ranked #11.

MY Wealth Management first reported a position in SPTS in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.36M in Q3 2024. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • MY Wealth Management held 161,028 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $4.67M as of Q2 2026.
  • MY Wealth Management sold 119,794 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $3.48M.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 3.29% of MY Wealth Management's portfolio in Q2 2026, its #11 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 18 quarters since.
  • MY Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $8.36M in Q3 2024.
  • 410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on MY Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.