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Sowell Financial Services’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Sowell Financial 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
Q2 		$694K Buy
23,937
+453
+2% +$13.2K 0.02% 558
2026
Q1 		$685K Buy
23,484
+270
+1% +$7.9K 0.03% 534
2025
Q4 		$680K Sell
23,214
-5,069
-18% -$149K 0.03% 553
2025
Q3 		$829K Buy
28,283
+9,119
+48% +$267K 0.03% 483
2025
Q2 		$561K Sell
19,164
-138
-0.7% -$4.03K 0.02% 581
2025
Q1 		$564K Buy
19,302
+665
+4% +$19.3K 0.03% 554
2024
Q4 		$541K Sell
18,637
-3,571
-16% -$104K 0.03% 402
2024
Q3 		$653K Buy
22,208
+2,223
+11% +$64.9K 0.03% 411
2024
Q2 		$577K Buy
19,985
+322
+2% +$9.27K 0.03% 415
2024
Q1 		$569K Sell
19,663
-1,692
-8% -$49K 0.03% 436
2023
Q4 		$620K Buy
21,355
+88
+0.4% +$2.54K 0.03% 405
2023
Q3 		$611K Buy
21,267
+34
+0.2% +$977 0.04% 374
2023
Q2 		$611K Sell
21,233
-113
-0.5% -$3.28K 0.03% 429
2023
Q1 		$624K Buy
21,346
+2,076
+11% +$60.2K 0.05% 398
2022
Q4 		$557K Buy
19,270
+273
+1% +$7.89K 0.04% 412
2022
Q3 		$549K Buy
+18,997
New +$557K 0.06% 302
2022
Q1 		– Sell
-16,346
Closed -$497K – 468
2021
Q4 		$497K Buy
16,346
+225
+1% +$6.87K 0.03% 435
2021
Q3 		$494K Hold
16,121
– – 0.03% 395
2021
Q2 		$494K Sell
16,121
-1,967
-11% -$60.3K 0.03% 419
2021
Q1 		$555K Buy
18,088
+437
+2% +$13.4K 0.02% 609
2020
Q4 		$542K Sell
17,651
-14,345
-45% -$440K 0.02% 499
2020
Q3 		$982K Sell
31,996
-19,262
-38% -$591K 0.05% 300
2020
Q2 		$1.57M Buy
51,258
+33,875
+195% +$1.04M 0.09% 204
2020
Q1 		$534K Sell
17,383
-17
-0.1% -$514 0.04% 386
2019
Q4 		$521K Sell
17,400
-2,395
-12% -$71.8K 0.04% 439
2019
Q3 		$594K Buy
+19,795
New +$594K 0.05% 361
2018
Q4 		– Sell
-79,310
Closed -$3.21M – 530
2018
Q3 		$3.21M Buy
+79,310
New +$2.34M 0.47% 47

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
LPL Financial
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
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sowell Financial Services's SPTS Position: Q2 2026 in Review

Sowell Financial Services increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 1.9% in Q2 2026, buying an estimated $13.2K and bringing the position to 23,937 shares worth $694K. The position accounts for 0.02% of the portfolio, ranked #558.

Sowell Financial Services first reported a position in SPTS in Q3 2018 and has held it in 27 quarters since. The position peaked at $3.21M in Q3 2018. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Sowell Financial Services held 23,937 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $694K as of Q2 2026.
  • Sowell Financial Services bought 453 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $13.2K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #558 holding.
  • Sowell Financial Services first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2018 and has held it in 27 quarters since.
  • Sowell Financial Services's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $3.21M in Q3 2018.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.