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

Spectrum Planning & 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 Q2	–	Sell	-7,257	Closed	-$212K	–	130
2026 Q1	$212K	Sell	7,257 -25,406	-78%	-$743K	0.1%	107
2025 Q4	$956K	Buy	32,663 +1,406	+4%	+$41.2K	0.49%	38
2025 Q3	$916K	Buy	31,257 +3,539	+13%	+$103K	0.52%	40
2025 Q2	$812K	Buy	+27,718	New	+$809K	0.53%	38
2022 Q4	–	Sell	-18,719	Closed	-$541K	–	50
2022 Q3	$541K	Sell	18,719 -220,663	-92%	-$6.46M	0.55%	31
2022 Q2	$7.05M	Sell	239,382 -1,380	-0.6%	-$40.7K	7.35%	5
2022 Q1	$7.14M	Buy	240,762 +18,594	+8%	+$559K	6.53%	5
2021 Q4	$6.76M	Buy	222,168 +13,297	+6%	+$406K	6.15%	5
2021 Q3	$6.4M	Sell	208,871 -7,503	-3%	-$230K	6.27%	5
2021 Q2	$6.63M	Sell	216,374 -4,578	-2%	-$140K	6.37%	6
2021 Q1	$6.77M	Sell	220,952 -7,865	-3%	-$241K	6.96%	5
2020 Q4	$7.03M	Buy	+228,817	New	+$7.02M	7.55%	4

Other funds holding SPTS

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Spectrum Planning & Advisory Services's SPTS Position: Q2 2026 in Review

Spectrum Planning & Advisory Services sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2026, closing a stake of 7,257 shares — an estimated $212K sold.

Spectrum Planning & Advisory Services first reported a position in SPTS in Q4 2020 and held it in 12 quarters. The position peaked at $7.14M in Q1 2022. 66 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Spectrum Planning & Advisory Services reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 7,257 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $212K.
Spectrum Planning & Advisory Services first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2020 and held it in 12 quarters.
Spectrum Planning & Advisory Services's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $7.14M in Q1 2022.
66 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.