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

Spectrum Wealth Counsel’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
2025
Q1 		$16.8K Hold
574
– – ﹤0.01% 210
2024
Q4 		$16.7K Sell
574
-99
-15% -$2.88K ﹤0.01% 213
2024
Q3 		$19.8K Hold
673
– – ﹤0.01% 219
2024
Q2 		$19.4K Buy
673
+443
+193% +$12.7K ﹤0.01% 261
2024
Q1 		$6.65K Sell
230
-314
-58% -$9.1K ﹤0.01% 304
2023
Q4 		$15.8K Buy
+544
New +$15.7K ﹤0.01% 241

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spectrum Wealth Counsel's SPTS Position: Q1 2025 in Review

Spectrum Wealth Counsel held its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) position steady in Q1 2025 at 574 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Spectrum Wealth Counsel first reported a position in SPTS in Q4 2023 and has held it in 6 quarters since. The position peaked at $19.8K in Q3 2024. 380 funds tracked by Wall St. Rank hold SPTS as of Q1 2025.

  • Spectrum Wealth Counsel held 574 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $16.8K as of Q1 2025.
  • Spectrum Wealth Counsel left its State Street SPDR Portfolio Short Term Treasury ETF share count unchanged in Q1 2025.
  • State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #210 holding.
  • Spectrum Wealth Counsel first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $19.8K in Q3 2024.
  • 380 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.