Successful Portfolios’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Successful Portfolios’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	$1.22M	Buy	42,271 +859	+2%	+$25K	0.57%	39
2026 Q1	$1.21M	Buy	41,412 +2	+0%	+$58	0.67%	39
2025 Q4	$1.21M	Buy	41,410 +4	+0%	+$117	0.62%	42
2025 Q3	$1.21M	Buy	41,406 +26,234	+173%	+$767K	0.71%	37
2025 Q2	$444K	Sell	15,172 -687	-4%	-$20.1K	0.27%	74
2025 Q1	$464K	Sell	15,859 -568	-3%	-$16.5K	0.32%	69
2024 Q4	$477K	Sell	16,427 -481	-3%	-$14K	0.32%	66
2024 Q3	$497K	Sell	16,908 -191	-1%	-$5.57K	0.34%	61
2024 Q2	$494K	Sell	17,099 -117	-0.7%	-$3.37K	0.34%	59
2024 Q1	$498K	Sell	17,216 -378	-2%	-$10.9K	0.34%	64
2023 Q4	$511K	Sell	17,594 -7,847	-31%	-$226K	0.38%	60
2023 Q3	$731K	Sell	25,441 -350	-1%	-$10.1K	0.65%	40
2023 Q2	$743K	Sell	25,791 -4,164	-14%	-$121K	0.64%	41
2023 Q1	$876K	Sell	29,955 -3,710	-11%	-$108K	0.55%	47
2022 Q4	$973K	Buy	33,665 +2,754	+9%	+$79.6K	0.63%	44
2022 Q3	$894K	Buy	30,911 +1,345	+5%	+$39.4K	0.65%	40
2022 Q2	$871K	Buy	29,566 +825	+3%	+$24.4K	0.59%	45
2022 Q1	$852K	Sell	28,741 -1,010	-3%	-$30.4K	0.49%	49
2021 Q4	$905K	Buy	29,751 +2,245	+8%	+$68.5K	0.49%	49
2021 Q3	$843K	Sell	27,506 -90	-0.3%	-$2.76K	0.5%	50
2021 Q2	$846K	Hold	27,596	–	–	0.51%	46
2021 Q1	$846K	Sell	27,596 -75	-0.3%	-$2.3K	0.56%	47
2020 Q4	$850K	Hold	27,671	–	–	0.61%	43
2020 Q3	$849K	Hold	27,671	–	–	0.68%	40
2020 Q2	$850K	Buy	27,671 +535	+2%	+$16.4K	0.75%	35
2020 Q1	$834K	Sell	27,136 -80	-0.3%	-$2.42K	0.84%	29
2019 Q4	$815K	Buy	27,216 +501	+2%	+$15K	0.73%	38
2019 Q3	$802K	Sell	26,715 -640	-2%	-$19.2K	0.75%	37
2019 Q2	$821K	Buy	27,355 +1,975	+8%	+$58.9K	0.88%	33
2019 Q1	$755K	Buy	25,380 +8,800	+53%	+$261K	0.83%	35
2018 Q4	$490K	Buy	16,580 +2,260	+16%	+$66.5K	0.63%	48
2018 Q3	$422K	Sell	14,320 -1,700	-11%	-$50.1K	0.46%	67
2018 Q2	$474K	Buy	+16,020	New	+$473K	0.55%	54

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

Successful Portfolios's SPTS Position: Q2 2026 in Review

Successful Portfolios increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 2.1% in Q2 2026, buying an estimated $25K and bringing the position to 42,271 shares worth $1.22M. The position accounts for 0.57% of the portfolio, ranked #39.

Successful Portfolios first reported a position in SPTS in Q2 2018 and has held it in 33 quarters since. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Successful Portfolios held 42,271 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $1.22M as of Q2 2026.
Successful Portfolios bought 859 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $25K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.57% of Successful Portfolios's portfolio in Q2 2026, its #39 holding.
Successful Portfolios first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2018 and has held it in 33 quarters since.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.