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

Sightline 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	$430K	Buy	14,839 +140	+1%	+$4.07K	0.16%	64
2026 Q1	$429K	Sell	14,699 -8,377	-36%	-$245K	0.18%	58
2025 Q4	$676K	Sell	23,076 -5,143	-18%	-$151K	0.29%	50
2025 Q3	$827K	Buy	+28,219	New	+$825K	0.37%	42

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

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

Sightline Wealth Advisors increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.95% in Q2 2026, buying an estimated $4.07K and bringing the position to 14,839 shares worth $430K. The position accounts for 0.16% of the portfolio, ranked #64.

Sightline Wealth Advisors first reported a position in SPTS in Q3 2025 and has held it in 4 quarters since. The position peaked at $827K in Q3 2025. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Sightline Wealth Advisors held 14,839 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $430K as of Q2 2026.
Sightline Wealth Advisors bought 140 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $4.07K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.16% of Sightline Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Sightline Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
Sightline Wealth Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $827K in Q3 2025.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.