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TrueMark Investments’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

TrueMark Investments’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
-6,983
Closed -$204K – 258
2025
Q4 		$204K Buy
+6,983
New +$205K 0.04% 204
2025
Q1 		– Sell
-16,460
Closed -$478K – 255
2024
Q4 		$478K Buy
16,460
+4,726
+40% +$137K 0.15% 105
2024
Q3 		$345K Sell
11,734
-1,167
-9% -$34K 0.11% 157
2024
Q2 		$372K Buy
+12,901
New +$371K 0.13% 147

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TrueMark Investments's SPTS Position: Q1 2026 in Review

TrueMark Investments sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2026, closing a stake of 6,983 shares — an estimated $204K sold.

TrueMark Investments first reported a position in SPTS in Q2 2024 and held it in 4 quarters. The position peaked at $478K in Q4 2024. 424 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • TrueMark Investments reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • TrueMark Investments sold 6,983 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $204K.
  • TrueMark Investments first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2024 and held it in 4 quarters.
  • TrueMark Investments's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $478K in Q4 2024.
  • 424 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on TrueMark Investments's 13F filing for Q1 2026, filed 20 Apr 2026.