Plante Moran Financial Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Plante Moran Financial Advisors’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	$3.02K	Buy	+104	New	+$3.02K	﹤0.01%	696
2025 Q1	–	Sell	-162	Closed	-$4.7K	–	952
2024 Q4	$4.7K	Hold	162	–	–	﹤0.01%	695
2024 Q3	$4.76K	Buy	+162	New	+$4.73K	﹤0.01%	687
2023 Q2	–	Sell	-1,833	Closed	-$53.6K	–	857
2023 Q1	$53.6K	Buy	+1,833	New	+$53.2K	0.01%	287
2021 Q1	–	Sell	-245	Closed	-$8K	–	1118
2020 Q4	$8K	Hold	245	–	–	﹤0.01%	657
2020 Q3	$8K	Hold	245	–	–	﹤0.01%	638
2020 Q2	$8K	Buy	+245	New	+$7.52K	﹤0.01%	546

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 $3.38T AUM 44.17% 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 22.9% 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

Plante Moran Financial Advisors's SPTS Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2026: 104 shares worth $3.02K. The stake represents ﹤0.01% of the portfolio and ranks #696 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in SPTS as recently as Q4 2024.

Plante Moran Financial Advisors first reported a position in SPTS in Q2 2020 and has held it in 7 quarters since. The position peaked at $53.6K in Q1 2023. 412 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Plante Moran Financial Advisors held 104 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $3.02K as of Q2 2026.
State Street SPDR Portfolio Short Term Treasury ETF was a new Plante Moran Financial Advisors position in Q2 2026.
State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #696 holding.
Plante Moran Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2020 and has held it in 7 quarters since.
Plante Moran Financial Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $53.6K in Q1 2023.
412 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.