Spire Wealth Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Spire Wealth Management’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	$145K	Hold	5,000	–	–	﹤0.01%	879
2026 Q1	$146K	Hold	5,000	–	–	0.01%	874
2025 Q4	$146K	Hold	5,000	–	–	﹤0.01%	884
2025 Q3	$147K	Buy	+5,000	New	+$146K	0.01%	871
2025 Q2	–	Sell	-924	Closed	-$27K	–	2551
2025 Q1	$27K	Buy	924 +6	+0.7%	+$174	﹤0.01%	1505
2024 Q4	$26.6K	Buy	918 +13	+1%	+$378	﹤0.01%	1526
2024 Q3	$26.6K	Buy	905 +9	+1%	+$263	﹤0.01%	1349
2024 Q2	$25.9K	Sell	896 -122	-12%	-$3.51K	﹤0.01%	1349
2024 Q1	$29.4K	Buy	1,018 +6	+0.6%	+$174	﹤0.01%	1395
2023 Q4	$29.4K	Sell	1,012 -5,541	-85%	-$160K	﹤0.01%	1391
2023 Q3	$188K	Sell	6,553 -1,142	-15%	-$32.8K	0.01%	729
2023 Q2	$222K	Buy	7,695 +55	+0.7%	+$1.6K	0.01%	694
2023 Q1	$223K	Buy	7,640 +1,229	+19%	+$35.6K	0.01%	690
2022 Q4	$185K	Buy	6,411 +48	+0.8%	+$1.39K	0.01%	575
2022 Q3	$184K	Sell	6,363 -54,299	-90%	-$1.59M	0.01%	553
2022 Q2	$1.79M	Buy	60,662 +14,788	+32%	+$436K	0.07%	220
2022 Q1	$1.36M	Buy	45,874 +4	+0%	+$120	0.04%	329
2021 Q4	$1.4M	Sell	45,870 -1,430	-3%	-$43.6K	0.03%	379
2021 Q3	$1.45M	Buy	47,300 +4	+0%	+$123	0.04%	334
2021 Q2	$1.45M	Buy	47,296 +4	+0%	+$123	0.04%	342
2021 Q1	$1.45M	Buy	+47,292	New	+$1.45M	0.04%	351

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

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 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 New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spire Wealth Management's SPTS Position: Q2 2026 in Review

Spire Wealth Management held its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) position steady in Q2 2026 at 5,000 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Spire Wealth Management first reported a position in SPTS in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.79M in Q2 2022. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Spire Wealth Management held 5,000 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $145K as of Q2 2026.
Spire Wealth Management left its State Street SPDR Portfolio Short Term Treasury ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #879 holding.
Spire Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2021 and has held it in 21 quarters since.
Spire Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.79M in Q2 2022.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.