SMI Advisory Services’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

SMI Advisory Services’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 Q3	$292K	Buy	10,174 +560	+6%	+$16.2K	0.05%	51
2026 Q2	$278K	Sell	9,614 -22	-0.2%	-$639	0.05%	53
2026 Q1	$280K	Buy	9,636 +235	+2%	+$6.87K	0.05%	54
2025 Q4	$275K	Buy	9,401 +201	+2%	+$5.89K	0.05%	49
2025 Q3	$269K	Sell	9,200 -2,427	-21%	-$71K	0.05%	44
2025 Q2	$339K	Sell	11,627 -2,347	-17%	-$68.5K	0.07%	38
2025 Q1	$408K	Sell	13,974 -25,412	-65%	-$739K	0.09%	26
2024 Q4	$1.14M	Buy	39,386 +2,036	+5%	+$59.2K	0.26%	30
2024 Q3	$1.09M	Sell	37,350 -104	-0.3%	-$3.03K	0.24%	34
2024 Q2	$1.08M	Buy	37,454 +1,246	+3%	+$35.9K	0.27%	36
2024 Q1	$1.04M	Buy	36,208 +3,166	+10%	+$91.7K	0.29%	46
2023 Q4	$962K	Buy	33,042 +2,748	+9%	+$79.2K	0.24%	25
2023 Q3	$869K	Buy	+30,294	New	+$871K	0.32%	24
2023 Q1	$818K	Hold	28,329	–	–	0.27%	23
2022 Q4	$819K	Hold	28,329	–	–	0.27%	21
2022 Q3	$819K	Sell	28,329 -370	-1%	-$10.8K	0.27%	21
2022 Q2	$845K	Buy	+28,699	New	+$847K	0.3%	22

Other funds holding SPTS

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PWG

Private Wealth Group Tampa, Florida $263M AUM 10.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SMI Advisory Services's SPTS Position: Q3 2026 in Review

SMI Advisory Services increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 5.8% in Q3 2026, buying an estimated $16.2K and bringing the position to 10,174 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #51.

SMI Advisory Services first reported a position in SPTS in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.14M in Q4 2024. 69 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

SMI Advisory Services held 10,174 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $292K as of Q3 2026.
SMI Advisory Services bought 560 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2026, an estimated $16.2K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.05% of SMI Advisory Services's portfolio in Q3 2026, its #51 holding.
SMI Advisory Services first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2022 and has held it in 17 quarters since.
SMI Advisory Services's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.14M in Q4 2024.
69 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.