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

Sax Wealth 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 Q2	$312K	Sell	10,682 -2,552	-19%	-$74.1K	0.01%	440
2026 Q1	$387K	Hold	13,234	–	–	0.02%	338
2025 Q4	$387K	Sell	13,234 -2,772	-17%	-$81.2K	0.02%	344
2025 Q3	$469K	Sell	16,006 -875	-5%	-$25.6K	0.03%	279
2025 Q2	$494K	Sell	16,881 -3,949	-19%	-$115K	0.03%	261
2025 Q1	$609K	Buy	+20,830	New	+$606K	0.04%	191

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 $3.38T AUM 44.17% 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 22.9% 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

Sax Wealth Advisors's SPTS Position: Q2 2026 in Review

Sax Wealth Advisors reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 19% in Q2 2026, selling an estimated $74.1K and leaving 10,682 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #440.

Sax Wealth Advisors first reported a position in SPTS in Q1 2025 and has held it in 6 quarters since. The position peaked at $609K in Q1 2025. 412 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Sax Wealth Advisors held 10,682 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $312K as of Q2 2026.
Sax Wealth Advisors sold 2,552 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $74.1K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #440 holding.
Sax Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Sax Wealth Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $609K in Q1 2025.
412 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.