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 $9.05B AUM 13.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

O'Brien Wealth Partners's SPTS Position: Q4 2025 in Review

O'Brien Wealth Partners increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 2.1% in Q4 2025, buying an estimated $246K and bringing the position to 406,398 shares worth $11.9M. The position accounts for 1.57% of the portfolio, ranked #18.

O'Brien Wealth Partners first reported a position in SPTS in Q3 2023 and has held it in 10 quarters since. 423 funds tracked by Wall St. Rank hold SPTS as of Q4 2025.

O'Brien Wealth Partners held 406,398 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $11.9M as of Q4 2025.
O'Brien Wealth Partners bought 8,409 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2025, an estimated $246K.
State Street SPDR Portfolio Short Term Treasury ETF made up 1.57% of O'Brien Wealth Partners's portfolio in Q4 2025, its #18 holding.
O'Brien Wealth Partners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2023 and has held it in 10 quarters since.
423 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.