Sound Income Strategies’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Sound Income Strategies’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	–	Sell	-9,354	Closed	-$271K	–	518
2026 Q2	$271K	Buy	+9,354	New	+$272K	0.01%	396
2024 Q4	–	Sell	-690	Closed	-$20.3K	–	1543
2024 Q3	$20.3K	Buy	+690	New	+$20.1K	﹤0.01%	634
2024 Q1	–	Sell	-103	Closed	-$2.99K	–	1442
2023 Q4	$2.99K	Buy	+103	New	+$2.97K	﹤0.01%	982
2023 Q3	–	Sell	-1	Closed	-$22	–	1223
2023 Q2	$22	Buy	+1	New	+$29	﹤0.01%	1099

Other funds holding SPTS

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

HWA

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

BSWM

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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MLRA

Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return

Sound Income Strategies's SPTS Position: Q3 2026 in Review

Sound Income Strategies sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q3 2026, closing a stake of 9,354 shares — an estimated $271K sold.

Sound Income Strategies first reported a position in SPTS in Q2 2023 and held it in 4 quarters. The position peaked at $271K in Q2 2026. 51 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

Sound Income Strategies reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
Sound Income Strategies sold 9,354 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2026, an estimated $271K.
Sound Income Strategies first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2023 and held it in 4 quarters.
Sound Income Strategies's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $271K in Q2 2026.
51 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.