OBWP
SPTS icon

O'Brien Wealth Partners’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

O'Brien Wealth Partners’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
2025
Q4 		$11.9M Buy
406,398
+8,409
+2% +$246K 1.57% 18
2025
Q3 		$11.7M Buy
397,989
+5,482
+1% +$160K 1.58% 18
2025
Q2 		$11.5M Sell
392,507
-1,601
-0.4% -$46.7K 1.8% 16
2025
Q1 		$11.5M Sell
394,108
-2,325
-0.6% -$67.6K 2.15% 15
2024
Q4 		$11.5M Buy
396,433
+33,987
+9% +$988K 2.07% 15
2024
Q3 		$10.7M Buy
362,446
+8,113
+2% +$237K 2.09% 15
2024
Q2 		$10.2M Buy
354,333
+12,871
+4% +$370K 2.3% 13
2024
Q1 		$9.88M Buy
341,462
+10,411
+3% +$302K 2.28% 11
2023
Q4 		$9.62M Buy
331,051
+7,806
+2% +$225K 2.51% 10
2023
Q3 		$9.28M Buy
+323,245
New +$9.29M 2.66% 10

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return