Tempus Wealth Planning’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Tempus Wealth Planning’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	$2.4M	Sell	82,562 -607	-0.7%	-$17.6K	0.47%	55
2026 Q1	$2.43M	Buy	83,169 +751	+0.9%	+$22K	0.56%	41
2025 Q4	$2.41M	Sell	82,418 -6,993	-8%	-$205K	0.55%	42
2025 Q3	$2.62M	Sell	89,411 -3,266	-4%	-$95.5K	0.6%	37
2025 Q2	$2.71M	Buy	92,677 +4,546	+5%	+$133K	0.68%	33
2025 Q1	$2.58M	Sell	88,131 -7,428	-8%	-$216K	0.77%	29
2024 Q4	$2.77M	Sell	95,559 -9,143	-9%	-$266K	0.85%	30
2024 Q3	$3.08M	Buy	104,702 +22,537	+27%	+$658K	1.13%	16
2024 Q2	$2.37M	Sell	82,165 -22,744	-22%	-$655K	0.99%	22
2024 Q1	$3.03M	Sell	104,909 -65,760	-39%	-$1.9M	1.34%	14
2023 Q4	$4.96M	Buy	170,669 +36,451	+27%	+$1.05M	2.18%	9
2023 Q3	$3.85M	Buy	134,218 +361	+0.3%	+$10.4K	1.93%	8
2023 Q2	$3.85M	Sell	133,857 -58,847	-31%	-$1.71M	1.74%	11
2023 Q1	$5.63M	Buy	192,704 +6,464	+3%	+$187K	2.75%	5
2022 Q4	$5.38M	Sell	186,240 -12,622	-6%	-$365K	3.27%	4
2022 Q3	$5.75M	Sell	198,862 -7,359	-4%	-$216K	3.83%	4
2022 Q2	$6.07M	Sell	206,221 -13,369	-6%	-$395K	4.99%	2
2022 Q1	$6.51M	Sell	219,590 -7,231	-3%	-$217K	4.63%	4
2021 Q4	$6.9M	Sell	226,821 -1,656	-0.7%	-$50.5K	3.72%	5
2021 Q3	$7M	Sell	228,477 -46,464	-17%	-$1.42M	3.96%	3
2021 Q2	$8.42M	Buy	274,941 +40,761	+17%	+$1.25M	5.59%	2
2021 Q1	$7.18M	Sell	234,180 -118,639	-34%	-$3.64M	7.6%	2
2020 Q4	$10.8M	Sell	352,819 -208	-0.1%	-$6.38K	13.98%	1
2020 Q3	$10.8M	Buy	353,027 +4,416	+1%	+$136K	15.68%	1
2020 Q2	$10.7M	Buy	348,611 +5,254	+2%	+$161K	15.97%	1
2020 Q1	$10.5M	Buy	343,357 +77,577	+29%	+$2.35M	17.28%	1
2019 Q4	$7.96M	Buy	+265,780	New	+$7.97M	7.02%	3

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

Tempus Wealth Planning's SPTS Position: Q2 2026 in Review

Tempus Wealth Planning reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.73% in Q2 2026, selling an estimated $17.6K and leaving 82,562 shares worth $2.4M. The position accounts for 0.47% of the portfolio, ranked #55.

Tempus Wealth Planning first reported a position in SPTS in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.8M in Q3 2020. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Tempus Wealth Planning held 82,562 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $2.4M as of Q2 2026.
Tempus Wealth Planning sold 607 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $17.6K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.47% of Tempus Wealth Planning's portfolio in Q2 2026, its #55 holding.
Tempus Wealth Planning first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2019 and has held it in 27 quarters since.
Tempus Wealth Planning's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $10.8M in Q3 2020.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.