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

Spurstone 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 Q1	$700	Hold	24	–	–	0.01%	53
2025 Q4	$703	Hold	24	–	–	0.01%	71
2025 Q3	$703	Hold	24	–	–	0.01%	90
2025 Q2	$702	Hold	24	–	–	0.01%	112
2025 Q1	$701	Buy	+24	New	+$698	0.01%	77

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spurstone Advisory Services's SPTS Position: Q1 2026 in Review

Spurstone Advisory Services held its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) position steady in Q1 2026 at 24 shares worth $700. The position accounts for 0.01% of the portfolio, ranked #53.

Spurstone Advisory Services first reported a position in SPTS in Q1 2025 and has held it in 5 quarters since. The position peaked at $703 in Q4 2025. 421 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

Spurstone Advisory Services held 24 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $700 as of Q1 2026.
Spurstone Advisory Services left its State Street SPDR Portfolio Short Term Treasury ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.01% of Spurstone Advisory Services's portfolio in Q1 2026, its #53 holding.
Spurstone Advisory Services first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
Spurstone Advisory Services's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $703 in Q4 2025.
421 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.