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Trailhead Planners’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Trailhead Planners’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 		$846K Buy
29,149
+16,463
+130% +$478K 0.82% 27
2026
Q1 		$370K Buy
12,686
+396
+3% +$11.6K 0.36% 39
2025
Q4 		$360K Buy
+12,290
New +$360K 0.35% 39

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 $3.38T AUM 44.17% 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 22.9% 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

Trailhead Planners's SPTS Position: Q2 2026 in Review

Trailhead Planners increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 130% in Q2 2026, buying an estimated $478K and bringing the position to 29,149 shares worth $846K. The position accounts for 0.82% of the portfolio, ranked #27.

Trailhead Planners first reported a position in SPTS in Q4 2025 and has held it in 3 quarters since. 412 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Trailhead Planners held 29,149 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $846K as of Q2 2026.
  • Trailhead Planners bought 16,463 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $478K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.82% of Trailhead Planners's portfolio in Q2 2026, its #27 holding.
  • Trailhead Planners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 412 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Trailhead Planners's 13F filing for Q2 2026, filed 6 Aug 2026.