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

Prosperity Wealth Management’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	$942K	Sell	32,173 -12,076	-27%	-$354K	0.31%	72
2025 Q3	$1.3M	Sell	44,249 -7,127	-14%	-$208K	0.44%	47
2025 Q2	$1.5M	Buy	51,376 +19,600	+62%	+$572K	0.56%	36
2025 Q1	$929K	Sell	31,776 -2,136	-6%	-$62.1K	0.44%	48
2024 Q4	$984K	Sell	33,912 -2,718	-7%	-$79K	0.4%	42
2024 Q3	$1.08M	Sell	36,630 -9,721	-21%	-$284K	0.43%	39
2024 Q2	$1.34M	Buy	46,351 +21,642	+88%	+$623K	0.66%	29
2024 Q1	$715K	Buy	24,709 +7,513	+44%	+$218K	0.34%	51
2023 Q4	$500K	Buy	17,196 +6,658	+63%	+$192K	0.32%	50
2023 Q3	$303K	Buy	10,538 +2,616	+33%	+$75.2K	0.19%	97
2023 Q2	$228K	Buy	7,922 +257	+3%	+$7.47K	0.15%	114
2023 Q1	$224K	Buy	+7,665	New	+$222K	0.18%	105

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RBA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Prosperity Wealth Management's SPTS Position: Q4 2025 in Review

Prosperity Wealth Management reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 27% in Q4 2025, selling an estimated $354K and leaving 32,173 shares worth $942K. The position accounts for 0.31% of the portfolio, ranked #72.

Prosperity Wealth Management first reported a position in SPTS in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.5M in Q2 2025. 421 funds tracked by Wall St. Rank hold SPTS as of Q4 2025.

Prosperity Wealth Management held 32,173 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $942K as of Q4 2025.
Prosperity Wealth Management sold 12,076 State Street SPDR Portfolio Short Term Treasury ETF shares in Q4 2025, an estimated $354K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.31% of Prosperity Wealth Management's portfolio in Q4 2025, its #72 holding.
Prosperity Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2023 and has held it in 12 quarters since.
Prosperity Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.5M in Q2 2025.
421 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.