Retirement Wealth Solutions
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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
Q3 		$80.8K Buy
+2,818
New +$81.4K 0.04% 91
2026
Q2 		– Sell
-420
Closed -$12.3K – 841
2026
Q1 		$12.3K Buy
+420
New +$12.3K 0.01% 190

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AssetMark Inc
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DI
DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Private Wealth Group
Private Wealth Group Tampa, Florida $263M AUM 10.69% 1-Year Est. Return

Retirement Wealth Solutions's SPTS Position: Q3 2026 in Review

Retirement Wealth Solutions opened a new position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q3 2026: 2,818 shares worth $80.8K. The stake represents 0.04% of the portfolio and ranks #91 among its holdings. This is a return to the name: Retirement Wealth Solutions previously reported a position in SPTS as recently as Q1 2026.

Retirement Wealth Solutions first reported a position in SPTS in Q1 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

  • Retirement Wealth Solutions held 2,818 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $80.8K as of Q3 2026.
  • State Street SPDR Portfolio Short Term Treasury ETF was a new Retirement Wealth Solutions position in Q3 2026.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.04% of Retirement Wealth Solutions's portfolio in Q3 2026, its #91 holding.
  • Retirement Wealth Solutions first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2026.

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