Traction Financial Partners’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Traction Financial 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 Q1	–	Sell	-7,294	Closed	-$214K	–	62
2025 Q4	$214K	Sell	7,294 -753	-9%	-$22.1K	0.13%	60
2025 Q3	$236K	Sell	8,047 -449	-5%	-$13.1K	0.15%	60
2025 Q2	$249K	Sell	8,496 -160	-2%	-$4.67K	0.17%	63
2025 Q1	$253K	Sell	8,656 -7,300	-46%	-$212K	0.2%	45
2024 Q4	$463K	Sell	15,956 -2,068	-11%	-$60.1K	0.36%	37
2024 Q3	$530K	Sell	18,024 -646	-3%	-$18.8K	0.42%	35
2024 Q2	$544K	Sell	18,670 -1,453	-7%	-$41.8K	0.4%	36
2024 Q1	$579K	Sell	20,123 -10,114	-33%	-$293K	0.45%	28
2023 Q4	$878K	Buy	+30,237	New	+$871K	0.59%	25

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Traction Financial Partners's SPTS Position: Q1 2026 in Review

Traction Financial Partners sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2026, closing a stake of 7,294 shares — an estimated $214K sold.

Traction Financial Partners first reported a position in SPTS in Q4 2023 and held it in 9 quarters. The position peaked at $878K in Q4 2023. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

Traction Financial Partners reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Traction Financial Partners sold 7,294 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $214K.
Traction Financial Partners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2023 and held it in 9 quarters.
Traction Financial Partners's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $878K in Q4 2023.
420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Traction Financial Partners's 13F filing for Q1 2026, filed 14 May 2026.