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TD Private Client Wealth’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

TD Private Client Wealth’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 		$312K Sell
10,743
-1,352
-11% -$39.3K 0.01% 594
2026
Q1 		$353K Sell
12,095
-74,120
-86% -$2.17M 0.01% 544
2025
Q4 		$2.52M Buy
86,215
+75,007
+669% +$2.2M 0.05% 215
2025
Q3 		$329K Buy
11,208
+706
+7% +$20.6K 0.01% 562
2025
Q2 		$308K Buy
10,502
+822
+8% +$24K 0.01% 556
2025
Q1 		$283K Buy
9,680
+800
+9% +$23.3K 0.01% 538
2024
Q4 		$258K Buy
8,880
+2,012
+29% +$58.5K 0.01% 553
2024
Q3 		$202K Buy
6,868
+277
+4% +$8.08K 0.01% 598
2024
Q2 		$190K Buy
6,591
+191
+3% +$5.5K 0.01% 583
2024
Q1 		$185K Buy
6,400
+2,656
+71% +$76.9K 0.01% 601
2023
Q4 		$109K Buy
3,744
+1,847
+97% +$53.2K ﹤0.01% 671
2023
Q3 		$54.5K Hold
1,897
– – ﹤0.01% 755
2023
Q2 		$54.6K Buy
1,897
+116
+7% +$3.37K ﹤0.01% 767
2023
Q1 		$52.1K Buy
1,781
+390
+28% +$11.3K ﹤0.01% 757
2022
Q4 		$40.2K Sell
1,391
-28
-2% -$809 ﹤0.01% 791
2022
Q3 		$41K Sell
1,419
-6
-0.4% -$176 ﹤0.01% 763
2022
Q2 		$42K Sell
1,425
-3,010
-68% -$88.8K ﹤0.01% 765
2022
Q1 		$131K Sell
4,435
-101
-2% -$3.04K 0.01% 601
2021
Q4 		$138K Sell
4,536
-12
-0.3% -$366 0.01% 598
2021
Q3 		$139K Buy
4,548
+66
+1% +$2.02K 0.01% 581
2021
Q2 		$137K Buy
4,482
+1,135
+34% +$34.8K 0.01% 570
2021
Q1 		$103K Buy
+3,347
New +$103K ﹤0.01% 595

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
LPL Financial
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
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TD Private Client Wealth's SPTS Position: Q2 2026 in Review

TD Private Client Wealth reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 11% in Q2 2026, selling an estimated $39.3K and leaving 10,743 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #594.

TD Private Client Wealth first reported a position in SPTS in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.52M in Q4 2025. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • TD Private Client Wealth held 10,743 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $312K as of Q2 2026.
  • TD Private Client Wealth sold 1,352 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $39.3K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #594 holding.
  • TD Private Client Wealth first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2021 and has held it in 22 quarters since.
  • TD Private Client Wealth's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $2.52M in Q4 2025.
  • 410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.