Private Wealth Advisors (California)’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Private Wealth Advisors (California)’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
2025 Q4	–	Sell	-7,165	Closed	-$210K	–	95
2025 Q3	$210K	Sell	7,165 -963	-12%	-$28.2K	0.07%	85
2025 Q2	$238K	Sell	8,128 -386	-5%	-$11.3K	0.09%	78
2025 Q1	$249K	Sell	8,514 -2,189	-20%	-$63.6K	0.09%	78
2024 Q4	$310K	Sell	10,703 -296,002	-97%	-$8.61M	0.12%	75
2024 Q3	$9M	Sell	306,705 -1,202	-0.4%	-$35.1K	3.45%	6
2024 Q2	$8.85M	Sell	307,907 -5,142	-2%	-$148K	3.41%	6
2024 Q1	$9.05M	Sell	313,049 -14,832	-5%	-$430K	3.69%	7
2023 Q4	$9.52M	Buy	+327,881	New	+$9.45M	3.71%	6

Other funds holding SPTS

MERSOM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

Private Wealth Advisors (California)'s SPTS Position: Q4 2025 in Review

Private Wealth Advisors (California) sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q4 2025, closing a stake of 7,165 shares — an estimated $210K sold.

Private Wealth Advisors (California) first reported a position in SPTS in Q4 2023 and held it in 8 quarters. The position peaked at $9.52M in Q4 2023. 423 funds tracked by Wall St. Rank hold SPTS as of Q4 2025.

Private Wealth Advisors (California) reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Private Wealth Advisors (California) sold 7,165 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2025, an estimated $210K.
Private Wealth Advisors (California) first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2023 and held it in 8 quarters.
Private Wealth Advisors (California)'s State Street SPDR Portfolio Short Term Treasury ETF position peaked at $9.52M in Q4 2023.
423 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2025.

Based on Private Wealth Advisors (California)'s 13F filing for Q4 2025, filed 6 Feb 2026.