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

Tandem Investment 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 Q2	$916K	Sell	31,569 -448	-1%	-$13K	0.71%	33
2026 Q1	$934K	Sell	32,017 -2,826	-8%	-$82.7K	0.79%	33
2025 Q4	$1.02M	Sell	34,843 -5,585	-14%	-$164K	0.86%	33
2025 Q3	$1.19M	Buy	40,428 +25,793	+176%	+$754K	0.97%	28
2025 Q2	$429K	Buy	14,635 +2,493	+21%	+$72.8K	0.37%	54
2025 Q1	$355K	Buy	12,142 +313	+3%	+$9.1K	0.35%	54
2024 Q4	$343K	Buy	+11,829	New	+$344K	0.33%	50

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

Tandem Investment Partners's SPTS Position: Q2 2026 in Review

Tandem Investment Partners reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 1.4% in Q2 2026, selling an estimated $13K and leaving 31,569 shares worth $916K. The position accounts for 0.71% of the portfolio, ranked #33.

Tandem Investment Partners first reported a position in SPTS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q3 2025. 411 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Tandem Investment Partners held 31,569 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $916K as of Q2 2026.
Tandem Investment Partners sold 448 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $13K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.71% of Tandem Investment Partners's portfolio in Q2 2026, its #33 holding.
Tandem Investment Partners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Tandem Investment Partners's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.19M in Q3 2025.
411 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.