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&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
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 $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

&Partners's SPTS Position: Q1 2026 in Review

&Partners reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 27% in Q1 2026, selling an estimated $82.3K and leaving 7,530 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #2183.

&Partners first reported a position in SPTS in Q4 2024 and has held it in 5 quarters since. The position peaked at $303K in Q4 2025. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • &Partners held 7,530 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $222K as of Q1 2026.
  • &Partners sold 2,813 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $82.3K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2183 holding.
  • &Partners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2024 and has held it in 5 quarters since.
  • &Partners's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $303K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.