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 Q3	$1.19M	Sell	41,568 -703	-2%	-$20.3K	0.55%	41
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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

Successful Portfolios's SPTS Position: Q3 2026 in Review

Successful Portfolios reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 1.7% in Q3 2026, selling an estimated $20.3K and leaving 41,568 shares worth $1.19M. The position accounts for 0.55% of the portfolio, ranked #41.

Successful Portfolios first reported a position in SPTS in Q2 2018 and has held it in 34 quarters since. The position peaked at $1.22M in Q2 2026. 22 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

Successful Portfolios held 41,568 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $1.19M as of Q3 2026.
Successful Portfolios sold 703 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2026, an estimated $20.3K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.55% of Successful Portfolios's portfolio in Q3 2026, its #41 holding.
Successful Portfolios first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2018 and has held it in 34 quarters since.
Successful Portfolios's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.22M in Q2 2026.
22 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.