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Retirement Wealth Solutions’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Retirement Wealth Solutions’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 		– Sell
-420
Closed -$12.3K – 841
2026
Q1 		$12.3K Buy
+420
New +$12.3K 0.01% 190

Other funds holding SPTS

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM

Retirement Wealth Solutions's SPTS Position: Q2 2026 in Review

Retirement Wealth Solutions sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2026, closing a stake of 420 shares — an estimated $12.3K sold.

Retirement Wealth Solutions first reported a position in SPTS in Q1 2026 and held it in 1 quarter. The position peaked at $12.3K in Q1 2026. 66 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Retirement Wealth Solutions reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 420 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $12.3K.
  • Retirement Wealth Solutions first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Retirement Wealth Solutions's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $12.3K in Q1 2026.
  • 66 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.