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 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 $8.81B AUM 10.88% 1-Year Est. Return

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

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

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

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

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

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

EWM

Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Richardson Financial Services's SPTS Position: Q1 2026 in Review

Richardson Financial Services increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.66% in Q1 2026, buying an estimated $760 and bringing the position to 3,979 shares worth $116K. The position accounts for 0.07% of the portfolio, ranked #210.

Richardson Financial Services first reported a position in SPTS in Q4 2023 and has held it in 10 quarters since. The position peaked at $140K in Q3 2025. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

Richardson Financial Services held 3,979 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $116K as of Q1 2026.
Richardson Financial Services bought 26 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $760.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.07% of Richardson Financial Services's portfolio in Q1 2026, its #210 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 10 quarters since.
Richardson Financial Services's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $140K in Q3 2025.
420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.