NI
SPTS icon

Natural Investments’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Natural Investments’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 		$237K Buy
8,199
+706
+9% +$20.5K 0.05% 262
2026
Q1 		$218K Buy
+7,493
New +$219K 0.05% 259
2025
Q3 		– Sell
-7,017
Closed -$205K – 287
2025
Q2 		$205K Buy
+7,017
New +$205K 0.05% 241

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 $3.38T AUM 44.17% 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 22.9% 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

Natural Investments's SPTS Position: Q2 2026 in Review

Natural Investments increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 9.4% in Q2 2026, buying an estimated $20.5K and bringing the position to 8,199 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #262.

Natural Investments first reported a position in SPTS in Q2 2025 and has held it in 3 quarters since. 412 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Natural Investments held 8,199 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $237K as of Q2 2026.
  • Natural Investments bought 706 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $20.5K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.05% of Natural Investments's portfolio in Q2 2026, its #262 holding.
  • Natural Investments first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2025 and has held it in 3 quarters since.
  • 412 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.