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Partners in Financial Planning’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Partners in Financial Planning’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 		$1.17M Sell
40,176
-9,803
-20% -$285K 0.18% 49
2026
Q1 		$1.46M Sell
49,979
-674
-1% -$19.7K 0.24% 37
2025
Q4 		$1.48M Buy
50,653
+2,521
+5% +$73.9K 0.25% 37
2025
Q3 		$1.41M Buy
48,132
+269
+0.6% +$7.87K 0.24% 37
2025
Q2 		$1.4M Sell
47,863
-2,066
-4% -$60.3K 0.26% 35
2025
Q1 		$1.46M Sell
49,929
-1,017
-2% -$29.6K 0.29% 34
2024
Q4 		$1.48M Buy
50,946
+2,810
+6% +$81.7K 0.3% 35
2024
Q3 		$1.42M Sell
48,136
-377
-0.8% -$11K 0.29% 38
2024
Q2 		$1.4M Sell
48,513
-8,238
-15% -$237K 0.3% 34
2024
Q1 		$1.64M Buy
56,751
+25
+0% +$724 0.37% 32
2023
Q4 		$1.65M Sell
56,726
-203
-0.4% -$5.85K 0.39% 31
2023
Q3 		$1.64M Buy
56,929
+299
+0.5% +$8.59K 0.42% 30
2023
Q2 		$1.63M Sell
56,630
-2,521
-4% -$73.3K 0.42% 31
2023
Q1 		$1.73M Sell
59,151
-1,339
-2% -$38.8K 0.46% 31
2022
Q4 		$1.75M Buy
+60,490
New +$1.75M 0.48% 31

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

Partners in Financial Planning's SPTS Position: Q2 2026 in Review

Partners in Financial Planning reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 20% in Q2 2026, selling an estimated $285K and leaving 40,176 shares worth $1.17M. The position accounts for 0.18% of the portfolio, ranked #49.

Partners in Financial Planning first reported a position in SPTS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.75M in Q4 2022. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Partners in Financial Planning held 40,176 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $1.17M as of Q2 2026.
  • Partners in Financial Planning sold 9,803 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $285K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.18% of Partners in Financial Planning's portfolio in Q2 2026, its #49 holding.
  • Partners in Financial Planning first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Partners in Financial Planning's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.75M in Q4 2022.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.