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Stephens Consulting’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-151
Closed -$4.42K – 1894
2025
Q1 		$4.42K Hold
151
– – ﹤0.01% 391
2024
Q4 		$4.38K Buy
151
+37
+32% +$1.08K ﹤0.01% 419
2024
Q3 		$3.35K Buy
+114
New +$3.33K ﹤0.01% 435

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Stephens Consulting's SPTS Position: Q2 2025 in Review

Stephens Consulting sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2025, closing a stake of 151 shares — an estimated $4.42K sold.

Stephens Consulting first reported a position in SPTS in Q3 2024 and held it in 3 quarters. The position peaked at $4.42K in Q1 2025. 388 funds tracked by Wall St. Rank hold SPTS as of Q2 2025.

  • Stephens Consulting reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 151 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2025, an estimated $4.42K.
  • Stephens Consulting first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2024 and held it in 3 quarters.
  • Stephens Consulting's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $4.42K in Q1 2025.
  • 388 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.