Savant Capital’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Savant Capital’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	$916K	Buy	31,462 +13,749	+78%	+$399K	﹤0.01%	924
2026 Q1	$517K	Sell	17,713 -1,993	-10%	-$58.3K	﹤0.01%	896
2025 Q4	$577K	Sell	19,706 -4,744	-19%	-$139K	﹤0.01%	779
2025 Q3	$717K	Sell	24,450 -4,266	-15%	-$125K	﹤0.01%	671
2025 Q2	$841K	Sell	28,716 -8,867	-24%	-$259K	0.01%	577
2025 Q1	$1.1M	Sell	37,583 -7,677	-17%	-$223K	0.01%	449
2024 Q4	$1.31M	Sell	45,260 -4,252	-9%	-$124K	0.01%	559
2024 Q3	$1.46M	Sell	49,512 -8,388	-14%	-$245K	0.01%	521
2024 Q2	$1.67M	Buy	+57,900	New	+$1.67M	0.02%	431

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

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 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 New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Savant Capital's SPTS Position: Q2 2026 in Review

Savant Capital increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 78% in Q2 2026, buying an estimated $399K and bringing the position to 31,462 shares worth $916K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Savant Capital first reported a position in SPTS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.67M in Q2 2024. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Savant Capital held 31,462 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $916K as of Q2 2026.
Savant Capital bought 13,749 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $399K.
State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #924 holding.
Savant Capital first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Savant Capital's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.67M in Q2 2024.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.