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

Puff 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
2026
Q3 		$982K Buy
34,238
+3,378
+11% +$97.5K 0.93% 33
2026
Q2 		$895K Buy
+30,860
New +$896K 0.91% 32

Other funds holding SPTS

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

Puff Wealth Management's SPTS Position: Q3 2026 in Review

Puff Wealth Management increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 11% in Q3 2026, buying an estimated $97.5K and bringing the position to 34,238 shares worth $982K. The position accounts for 0.93% of the portfolio, ranked #33.

Puff Wealth Management first reported a position in SPTS in Q2 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

  • Puff Wealth Management held 34,238 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $982K as of Q3 2026.
  • Puff Wealth Management bought 3,378 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2026, an estimated $97.5K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.93% of Puff Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Puff Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.