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

Simplicity Wealth’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 		$1.4M Buy
47,952
+89
+0.2% +$2.6K 0.08% 233
2025
Q4 		$1.4M Buy
47,863
+759
+2% +$22.2K 0.08% 229
2025
Q3 		$1.38M Sell
47,104
-43,492
-48% -$1.27M 0.08% 238
2025
Q2 		$2.65M Buy
90,596
+52,799
+140% +$1.54M 0.11% 177
2025
Q1 		$1.11M Buy
+37,797
New +$1.1M 0.09% 235
2024
Q4 		– Sell
-74,693
Closed -$2.2M – 488
2024
Q3 		$2.2M Sell
74,693
-17,768
-19% -$518K 0.2% 104
2024
Q2 		$2.67M Buy
92,461
+48,352
+110% +$1.39M 0.06% 304
2024
Q1 		$1.28M Sell
44,109
-8,450
-16% -$245K 0.03% 456
2023
Q4 		$1.53M Buy
52,559
+20,232
+63% +$583K 0.59% 32
2023
Q3 		$928K Buy
32,327
+10,284
+47% +$296K 0.54% 30
2023
Q2 		$635K Buy
22,043
+4,526
+26% +$132K 0.39% 42
2023
Q1 		$512K Buy
+17,517
New +$508K 0.34% 41
2022
Q4 		– Sell
-144,857
Closed -$4.19M – 85
2022
Q3 		$4.19M Sell
144,857
-55,374
-28% -$1.62M 5.62% 1
2022
Q2 		$5.9M Buy
200,231
+118,786
+146% +$3.51M 8.61% 1
2022
Q1 		$2.42M Buy
81,445
+41,272
+103% +$1.24M 2.35% 14
2021
Q4 		$1.22M Buy
+40,173
New +$1.23M 0.66% 33

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 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 $902M AUM 14.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Simplicity Wealth's SPTS Position: Q1 2026 in Review

Simplicity Wealth increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.19% in Q1 2026, buying an estimated $2.6K and bringing the position to 47,952 shares worth $1.4M. The position accounts for 0.08% of the portfolio, ranked #233.

Simplicity Wealth first reported a position in SPTS in Q4 2021 and has held it in 16 quarters since. The position peaked at $5.9M in Q2 2022. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • Simplicity Wealth held 47,952 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $1.4M as of Q1 2026.
  • Simplicity Wealth bought 89 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $2.6K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.08% of Simplicity Wealth's portfolio in Q1 2026, its #233 holding.
  • Simplicity Wealth first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2021 and has held it in 16 quarters since.
  • Simplicity Wealth's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $5.9M in Q2 2022.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.