RFS
SPTS icon

Richardson Financial Services’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Richardson Financial Services’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 		$118K Buy
4,058
+79
+2% +$2.29K 0.07% 215
2026
Q1 		$116K Buy
3,979
+26
+0.7% +$760 0.07% 210
2025
Q4 		$116K Sell
3,953
-834
-17% -$24.4K 0.04% 214
2025
Q3 		$140K Buy
4,787
+181
+4% +$5.29K 0.09% 176
2025
Q2 		$134K Buy
4,606
+4,170
+956% +$122K 0.09% 181
2025
Q1 		$12.8K Sell
436
-888
-67% -$25.8K 0.01% 356
2024
Q4 		$38.4K Sell
1,324
-275
-17% -$8K 0.03% 274
2024
Q3 		$46.3K Buy
1,599
+159
+11% +$4.64K 0.03% 269
2024
Q2 		$41.6K Sell
1,440
-135
-9% -$3.88K 0.03% 261
2024
Q1 		$45.5K Sell
1,575
-248
-14% -$7.18K 0.03% 258
2023
Q4 		$53K Buy
+1,823
New +$52.5K 0.05% 208

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Richardson Financial Services's SPTS Position: Q2 2026 in Review

Richardson Financial Services increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 2% in Q2 2026, buying an estimated $2.29K and bringing the position to 4,058 shares worth $118K. The position accounts for 0.07% of the portfolio, ranked #215.

Richardson Financial Services first reported a position in SPTS in Q4 2023 and has held it in 11 quarters since. The position peaked at $140K in Q3 2025. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Richardson Financial Services held 4,058 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $118K as of Q2 2026.
  • Richardson Financial Services bought 79 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $2.29K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.07% of Richardson Financial Services's portfolio in Q2 2026, its #215 holding.
  • Richardson Financial Services first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $140K in Q3 2025.
  • 410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.