Simplicity Wealth’s State Street SPDR Portfolio Treasury ETF SPTB Stock Holding History

Simplicity Wealth’s Portfolio SPTB Stock Details SPTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$546K	Buy	18,180 +3,349	+23%	+$101K	0.02%	605
2026 Q1	$449K	Sell	14,831 -56	-0.4%	-$1.71K	0.03%	477
2025 Q4	$453K	Buy	14,887 +550	+4%	+$16.8K	0.03%	457
2025 Q3	$439K	Sell	14,337 -13,841	-49%	-$421K	0.03%	474
2025 Q2	$859K	Buy	28,178 +15,109	+116%	+$457K	0.04%	358
2025 Q1	$399K	Buy	+13,069	New	+$394K	0.03%	376

Other funds holding SPTB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Payden & Rygel Los Angeles, California $1.3B AUM 32.58% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

ICMP

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Simplicity Wealth's SPTB Position: Q2 2026 in Review

Simplicity Wealth increased its State Street SPDR Portfolio Treasury ETF (SPTB) stake by 23% in Q2 2026, buying an estimated $101K and bringing the position to 18,180 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #605.

Simplicity Wealth first reported a position in SPTB in Q1 2025 and has held it in 6 quarters since. The position peaked at $859K in Q2 2025. 24 funds tracked by Wall St. Rank hold SPTB as of Q2 2026.

Simplicity Wealth held 18,180 shares of State Street SPDR Portfolio Treasury ETF worth $546K as of Q2 2026.
Simplicity Wealth bought 3,349 State Street SPDR Portfolio Treasury ETF shares in Q2 2026, an estimated $101K.
State Street SPDR Portfolio Treasury ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #605 holding.
Simplicity Wealth first reported a position in State Street SPDR Portfolio Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Simplicity Wealth's State Street SPDR Portfolio Treasury ETF position peaked at $859K in Q2 2025.
24 funds tracked by Wall St. Rank held State Street SPDR Portfolio Treasury ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.