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Strategic Wealth Partners’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Strategic Wealth Partners’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 		$123K Sell
4,229
-2,610
-38% -$76.3K 0.01% 363
2025
Q4 		$200K Sell
6,839
-245
-3% -$7.18K 0.01% 314
2025
Q3 		$208K Buy
7,084
+1,057
+18% +$30.9K 0.02% 329
2025
Q2 		$177K Buy
+6,027
New +$176K 0.01% 330
2024
Q4 		$205K Buy
7,061
+7
+0.1% +$204 0.02% 302
2024
Q3 		$207K Sell
7,054
-1,014
-13% -$29.6K 0.02% 285
2024
Q2 		$233K Sell
8,068
-1,207
-13% -$34.7K 0.02% 268
2024
Q1 		$268K Sell
9,275
-895
-9% -$25.9K 0.03% 242
2023
Q4 		$295K Buy
10,170
+1,062
+12% +$30.6K 0.04% 226
2023
Q3 		$262K Sell
9,108
-318
-3% -$9.14K 0.03% 249
2023
Q2 		$271K Buy
9,426
+1,207
+15% +$35.1K 0.04% 253
2023
Q1 		$240K Buy
8,219
+98
+1% +$2.84K 0.04% 234
2022
Q4 		$235K Buy
8,121
+452
+6% +$13.1K 0.04% 233
2022
Q3 		$222K Hold
7,669
– – 0.05% 251
2022
Q2 		$226K Sell
7,669
-791
-9% -$23.3K 0.05% 225
2022
Q1 		$251K Hold
8,460
– – 0.05% 232
2021
Q4 		$257K Sell
8,460
-163
-2% -$4.97K 0.05% 245
2021
Q3 		$264K Sell
8,623
-2,838
-25% -$87K 0.08% 208
2021
Q2 		$351K Sell
11,461
-590
-5% -$18.1K 0.11% 183
2021
Q1 		$369K Sell
12,051
-1,538
-11% -$47.2K 0.15% 147
2020
Q4 		$417K Sell
13,589
-77
-0.6% -$2.36K 0.17% 128
2020
Q3 		$420K Sell
13,666
-17,098
-56% -$525K 0.21% 108
2020
Q2 		$945K Sell
30,764
-13,393
-30% -$411K 0.49% 62
2020
Q1 		$1.32M Hold
44,157
– – 0.69% 38
2019
Q4 		$1.32M Sell
44,157
-37,501
-46% -$1.12M 0.69% 38
2019
Q3 		$2.45K Sell
81,658
-36,395
-31% -$1.09M 0.01% 196
2019
Q2 		$3.54M Sell
118,053
-62,828
-35% -$1.87M 1.71% 13
2019
Q1 		$5.37M Sell
180,881
-24,827
-12% -$736K 2.46% 6
2018
Q4 		$16M Buy
205,708
+85,138
+71% +$2.51M 8.06% 2
2018
Q3 		$3.55M Buy
120,570
+24,871
+26% +$733K 1.89% 10
2018
Q2 		$2.83M Buy
95,699
+22,422
+31% +$662K 1.64% 7
2018
Q1 		$2.17M Buy
73,277
+72,890
+18,835% +$2.16M 1.12% 21
2017
Q4 		$12K Buy
+387
New +$11.6K 0.01% 448

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 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
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Wealth Partners's SPTS Position: Q1 2026 in Review

Strategic Wealth Partners reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 38% in Q1 2026, selling an estimated $76.3K and leaving 4,229 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #363.

Strategic Wealth Partners first reported a position in SPTS in Q4 2017 and has held it in 33 quarters since. The position peaked at $16M in Q4 2018. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • Strategic Wealth Partners held 4,229 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $123K as of Q1 2026.
  • Strategic Wealth Partners sold 2,610 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $76.3K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #363 holding.
  • Strategic Wealth Partners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2017 and has held it in 33 quarters since.
  • Strategic Wealth Partners's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $16M in Q4 2018.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.