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Treasure Coast Financial Planning’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Treasure Coast Financial 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 		$10.5M Sell
360,928
-2,989
-0.8% -$86.8K 5.11% 5
2026
Q1 		$10.6M Sell
363,917
-2,721
-0.7% -$79.6K 5.47% 5
2025
Q4 		$10.7M Buy
366,638
+17,593
+5% +$515K 5.7% 6
2025
Q3 		$10.2M Buy
349,045
+6,607
+2% +$193K 5.71% 6
2025
Q2 		$10M Buy
342,438
+2,904
+0.9% +$84.8K 5.84% 5
2025
Q1 		$9.93M Buy
339,534
+14,120
+4% +$410K 6.15% 5
2024
Q4 		$9.44M Sell
325,414
-49,538
-13% -$1.44M 6.22% 5
2024
Q3 		$11M Buy
374,952
+8,753
+2% +$255K 6.81% 4
2024
Q2 		$10.6M Buy
366,199
+14,006
+4% +$403K 6.97% 4
2024
Q1 		$10.2M Buy
352,193
+16,394
+5% +$475K 6.66% 4
2023
Q4 		$9.75M Sell
335,799
-471
-0.1% -$13.6K 6.8% 5
2023
Q3 		$9.66M Buy
336,270
+3,654
+1% +$105K 6.7% 6
2023
Q2 		$9.58M Buy
332,616
+283,373
+575% +$8.23M 6.47% 5
2023
Q1 		$1.44M Buy
49,243
+41,935
+574% +$1.22M 1.01% 18
2022
Q4 		$211K Buy
+7,308
New +$211K 0.16% 37

Other funds holding SPTS

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Treasure Coast Financial Planning's SPTS Position: Q2 2026 in Review

Treasure Coast Financial Planning reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.82% in Q2 2026, selling an estimated $86.8K and leaving 360,928 shares worth $10.5M. The position accounts for 5.11% of the portfolio, ranked #5.

Treasure Coast Financial Planning first reported a position in SPTS in Q4 2022 and has held it in 15 quarters since. The position peaked at $11M in Q3 2024. 182 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Treasure Coast Financial Planning held 360,928 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $10.5M as of Q2 2026.
  • Treasure Coast Financial Planning sold 2,989 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $86.8K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 5.11% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #5 holding.
  • Treasure Coast Financial Planning first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Treasure Coast Financial Planning's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $11M in Q3 2024.
  • 182 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.