&Partners’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

&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
2026 Q2	$597K	Buy	20,574 +13,044	+173%	+$379K	﹤0.01%	1732
2026 Q1	$222K	Sell	7,530 -2,813	-27%	-$82.3K	﹤0.01%	2183
2025 Q4	$303K	Buy	10,343 +1,131	+12%	+$33.1K	﹤0.01%	1904
2025 Q3	$270K	Buy	+9,212	New	+$269K	﹤0.01%	1812
2025 Q2	–	Sell	-7,470	Closed	-$218K	–	2034
2025 Q1	$218K	Hold	7,470	–	–	﹤0.01%	1588
2024 Q4	$216K	Buy	+7,470	New	+$217K	﹤0.01%	1501

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

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

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

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

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

&Partners's SPTS Position: Q2 2026 in Review

&Partners increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 173% in Q2 2026, buying an estimated $379K and bringing the position to 20,574 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

&Partners first reported a position in SPTS in Q4 2024 and has held it in 6 quarters since. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

&Partners held 20,574 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $597K as of Q2 2026.
&Partners bought 13,044 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $379K.
State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1732 holding.
&Partners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.