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

Rossby Financial’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 		$20.2K Buy
698
+152
+28% +$4.42K ﹤0.01% 958
2026
Q1 		$15.9K Buy
546
+431
+375% +$12.6K ﹤0.01% 1085
2025
Q4 		$3.37K Hold
115
– – ﹤0.01% 1227
2025
Q3 		$3.37K Hold
115
– – ﹤0.01% 1049
2025
Q2 		$3.37K Sell
115
-850
-88% -$24.8K ﹤0.01% 961
2025
Q1 		$28.3K Buy
+965
New +$28.1K 0.01% 568

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

Rossby Financial's SPTS Position: Q2 2026 in Review

Rossby Financial increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 28% in Q2 2026, buying an estimated $4.42K and bringing the position to 698 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Rossby Financial first reported a position in SPTS in Q1 2025 and has held it in 6 quarters since. The position peaked at $28.3K in Q1 2025. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Rossby Financial held 698 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $20.2K as of Q2 2026.
  • Rossby Financial bought 152 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $4.42K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #958 holding.
  • Rossby Financial first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $28.3K in Q1 2025.
  • 410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.