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Sanctuary Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Sanctuary Advisors’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 		$485K Sell
16,631
-93,505
-85% -$2.73M ﹤0.01% 1799
2025
Q4 		$3.22M Sell
110,136
-2,116
-2% -$62K 0.02% 696
2025
Q3 		$3.29M Buy
112,252
+7,664
+7% +$224K 0.02% 675
2025
Q2 		$3.06M Sell
104,588
-106,228
-50% -$3.1M 0.02% 673
2025
Q1 		$6.16M Sell
210,816
-3,938
-2% -$114K 0.04% 418
2024
Q4 		$6.25M Sell
214,754
-3,753
-2% -$109K 0.04% 443
2024
Q3 		$6.34M Buy
218,507
+190,619
+684% +$5.56M 0.04% 429
2024
Q2 		$801K Buy
+27,888
New +$803K 0.01% 1326

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return