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

SigFig 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 Q2	$2.39M	Sell	82,327 -1,308	-2%	-$38K	0.06%	75
2026 Q1	$2.44M	Sell	83,635 -3,271	-4%	-$95.7K	0.07%	73
2025 Q4	$2.54M	Sell	86,906 -5,109	-6%	-$150K	0.08%	78
2025 Q3	$2.7M	Sell	92,015 -4,091	-4%	-$120K	0.08%	77
2025 Q2	$2.81M	Sell	96,106 -4,769	-5%	-$139K	0.09%	75
2025 Q1	$3.04M	Sell	100,875 -3,817	-4%	-$111K	0.11%	65
2024 Q4	$3.15M	Sell	104,692 -5,168	-5%	-$150K	0.11%	67
2024 Q3	$3.29M	Sell	109,860 -3,534	-3%	-$103K	0.12%	64
2024 Q2	$3.38M	Sell	113,394 -9,979	-8%	-$287K	0.13%	63
2024 Q1	$3.64M	Sell	123,373 -11,303	-8%	-$327K	0.13%	61
2023 Q4	$3.88M	Sell	134,676 -9,817	-7%	-$283K	0.15%	57
2023 Q3	$4.12M	Sell	144,493 -10,698	-7%	-$307K	0.17%	61
2023 Q2	$4.77M	Sell	155,191 -7,405	-5%	-$215K	0.19%	55
2023 Q1	$4.98M	Sell	162,596 -13,565	-8%	-$393K	0.27%	48
2022 Q4	$5.29M	Sell	176,161 -228	-0.1%	-$6.59K	0.26%	43
2022 Q3	$5.48M	Sell	176,389 -11,284	-6%	-$331K	0.29%	39
2022 Q2	$5.62M	Sell	187,673 -10,422	-5%	-$308K	0.29%	38
2022 Q1	$5.76M	Sell	198,095 -6,891	-3%	-$207K	0.28%	37
2021 Q4	$5.98M	Buy	204,986 +7,505	+4%	+$229K	0.28%	37
2021 Q3	$6.05M	Buy	197,481 +18,709	+10%	+$574K	0.3%	35
2021 Q2	$5.48M	Buy	178,772 +22,523	+14%	+$691K	0.29%	33
2021 Q1	$4.79M	Buy	156,249 +14,057	+10%	+$431K	0.29%	33
2020 Q4	$4.37M	Buy	142,192 +3,833	+3%	+$118K	0.32%	29
2020 Q3	$4.25M	Buy	138,359 +9,597	+7%	+$295K	0.39%	27
2020 Q2	$3.96M	Buy	128,762 +10,203	+9%	+$313K	0.42%	24
2020 Q1	$3.64M	Sell	118,559 -4,160	-3%	-$126K	0.49%	24
2019 Q4	$3.68M	Buy	122,719 +1,377	+1%	+$41.3K	0.45%	26
2019 Q3	$3.64M	Buy	121,342 +94	+0.1%	+$2.82K	0.52%	26
2019 Q2	$3.64M	Buy	121,248 +940	+0.8%	+$28K	0.57%	28
2019 Q1	$3.58M	Buy	120,308 +2,224	+2%	+$65.9K	0.63%	28
2018 Q4	$3.49M	Sell	118,084 -3,996	-3%	-$118K	0.74%	28
2018 Q3	$3.6M	Buy	122,080 +2,844	+2%	+$83.8K	0.74%	29
2018 Q2	$3.52M	Sell	119,236 -1,944	-2%	-$57.4K	0.91%	29
2018 Q1	$3.6M	Buy	+121,180	New	+$3.6M	2.1%	19

Other funds holding SPTS

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

SRSA

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return