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Pinnacle Wealth Management Group’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Pinnacle Wealth Management Group’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 		– Sell
-10,238
Closed -$300K – 127
2025
Q4 		$300K Hold
10,238
– – 0.15% 101
2025
Q3 		$300K Sell
10,238
-165
-2% -$4.82K 0.15% 98
2025
Q2 		$305K Sell
10,403
-160
-2% -$4.67K 0.17% 94
2025
Q1 		$309K Sell
10,563
-250
-2% -$7.27K 0.22% 80
2024
Q4 		$314K Sell
10,813
-650
-6% -$18.9K 0.2% 87
2024
Q3 		$337K Buy
11,463
+550
+5% +$16K 0.21% 87
2024
Q2 		$315K Hold
10,913
– – 0.21% 78
2024
Q1 		$316K Hold
10,913
– – 0.23% 77
2023
Q4 		$317K Sell
10,913
-336
-3% -$9.68K 0.26% 73
2023
Q3 		$323K Hold
11,249
– – 0.29% 65
2023
Q2 		$324K Sell
11,249
-605
-5% -$17.6K 0.28% 68
2023
Q1 		$346K Sell
11,854
-8,233
-41% -$239K 0.3% 68
2022
Q4 		$580K Sell
20,087
-170
-0.8% -$4.91K 0.51% 47
2022
Q3 		$586K Sell
20,257
-4,000
-16% -$117K 0.52% 45
2022
Q2 		$714K Sell
24,257
-90
-0.4% -$2.66K 0.6% 41
2022
Q1 		$722K Sell
24,347
-3,490
-13% -$105K 0.54% 43
2021
Q4 		$847K Sell
27,837
-77
-0.3% -$2.35K 0.63% 42
2021
Q3 		$855K Sell
27,914
-462
-2% -$14.2K 0.64% 41
2021
Q2 		$869K Buy
+28,376
New +$870K 0.63% 41

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

Pinnacle Wealth Management Group's SPTS Position: Q1 2026 in Review

Pinnacle Wealth Management Group sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2026, closing a stake of 10,238 shares — an estimated $300K sold.

Pinnacle Wealth Management Group first reported a position in SPTS in Q2 2021 and held it in 19 quarters. The position peaked at $869K in Q2 2021. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • Pinnacle Wealth Management Group reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 10,238 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $300K.
  • Pinnacle Wealth Management Group first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2021 and held it in 19 quarters.
  • Pinnacle Wealth Management Group's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $869K in Q2 2021.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q1 2026, filed 14 Apr 2026.