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SHP Wealth Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

SHP Wealth Management’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 		$20.4K Sell
698
-3
-0.4% -$88 ﹤0.01% 720
2025
Q4 		$20.5K Buy
+701
New +$20.5K ﹤0.01% 680

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 $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SHP Wealth Management's SPTS Position: Q1 2026 in Review

SHP Wealth Management reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.43% in Q1 2026, selling an estimated $88 and leaving 698 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

SHP Wealth Management first reported a position in SPTS in Q4 2025 and has held it in 2 quarters since. The position peaked at $20.5K in Q4 2025. 421 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • SHP Wealth Management held 698 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $20.4K as of Q1 2026.
  • SHP Wealth Management sold 3 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $88.
  • State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #720 holding.
  • SHP Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $20.5K in Q4 2025.
  • 421 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.