Steward Partners Investment Advisory’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Steward Partners Investment Advisory’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	$910K	Sell	31,369 -682,428	-96%	-$19.8M	﹤0.01%	1345
2026 Q1	$20.8M	Buy	713,797 +15,355	+2%	+$449K	0.11%	171
2025 Q4	$20.5M	Buy	698,442 +44,489	+7%	+$1.3M	0.11%	162
2025 Q3	$19.2M	Buy	653,953 +68,439	+12%	+$2M	0.11%	167
2025 Q2	$17.1M	Buy	585,514 +562,251	+2,417%	+$16.4M	0.13%	154
2025 Q1	$680K	Buy	23,263 +5,232	+29%	+$152K	0.01%	1075
2024 Q4	$523K	Buy	18,031 +17,060	+1,757%	+$496K	﹤0.01%	1133
2024 Q3	$28.6K	Buy	971 +701	+260%	+$20.5K	﹤0.01%	2490
2024 Q2	$7.79K	Hold	270	–	–	﹤0.01%	2907
2024 Q1	$7.81K	Hold	270	–	–	﹤0.01%	2901
2023 Q4	$7.84K	Hold	270	–	–	﹤0.01%	2803
2023 Q3	$7.75K	Buy	+270	New	+$7.76K	﹤0.01%	2681
2023 Q2	–	Sell	-124	Closed	-$3.63K	–	3382
2023 Q1	$3.63K	Buy	+124	New	+$3.6K	﹤0.01%	2888
2022 Q4	–	Sell	-3,804	Closed	-$110K	–	3449
2022 Q3	$110K	Buy	3,804 +3,617	+1,934%	+$106K	﹤0.01%	1455
2022 Q2	$6K	Buy	+187	New	+$5.52K	﹤0.01%	2720
2021 Q4	–	Sell	-63	Closed	-$2K	–	3313
2021 Q3	$2K	Buy	+63	New	+$1.93K	﹤0.01%	3011
2021 Q1	–	Sell	-24	Closed	-$1K	–	3490
2020 Q4	$1K	Sell	24 -350	-94%	-$10.7K	﹤0.01%	2811
2020 Q3	$11K	Buy	374 +24	+7%	+$737	﹤0.01%	2113
2020 Q2	$11K	Hold	350	–	–	﹤0.01%	2013
2020 Q1	$10K	Buy	+350	New	+$10.6K	﹤0.01%	1873

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

Steward Partners Investment Advisory's SPTS Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 96% in Q2 2026, selling an estimated $19.8M and leaving 31,369 shares worth $910K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Steward Partners Investment Advisory first reported a position in SPTS in Q1 2020 and has held it in 20 quarters since. The position peaked at $20.8M in Q1 2026. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Steward Partners Investment Advisory held 31,369 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $910K as of Q2 2026.
Steward Partners Investment Advisory sold 682,428 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $19.8M.
State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1345 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2020 and has held it in 20 quarters since.
Steward Partners Investment Advisory's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $20.8M in Q1 2026.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.