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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
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 $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MY Wealth Management's SPTS Position: Q1 2026 in Review

MY Wealth Management increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 96% in Q1 2026, buying an estimated $4.02M and bringing the position to 280,822 shares worth $8.21M. The position accounts for 7.95% of the portfolio, ranked #5.

MY Wealth Management first reported a position in SPTS in Q4 2021 and has held it in 17 quarters since. The position peaked at $8.36M in Q3 2024. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • MY Wealth Management held 280,822 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $8.21M as of Q1 2026.
  • MY Wealth Management bought 137,463 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $4.02M.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 7.95% of MY Wealth Management's portfolio in Q1 2026, its #5 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 17 quarters since.
  • MY Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $8.36M in Q3 2024.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on MY Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.