UBS Group
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UBS Group’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

UBS Group’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 		$22.7M Buy
777,062
+48,985
+7% +$1.43M ﹤0.01% 2450
2025
Q4 		$21.3M Buy
728,077
+18,726
+3% +$549K ﹤0.01% 2530
2025
Q3 		$20.8M Sell
709,351
-6,516
-0.9% -$191K ﹤0.01% 2514
2025
Q2 		$21M Sell
715,867
-1,032,947
-59% -$30.1M ﹤0.01% 2311
2025
Q1 		$51.1M Sell
1,748,814
-606,590
-26% -$17.6M 0.01% 1466
2024
Q4 		$68.3M Buy
2,355,404
+121,259
+5% +$3.53M 0.01% 1195
2024
Q3 		$65.7M Sell
2,234,145
-197,562
-8% -$5.76M 0.01% 979
2024
Q2 		$70.2M Sell
2,431,707
-260,701
-10% -$7.5M 0.02% 830
2024
Q1 		$77.9M Buy
2,692,408
+74,099
+3% +$2.15M 0.02% 775
2023
Q4 		$76.1M Sell
2,618,309
-645,169
-20% -$18.6M 0.02% 725
2023
Q3 		$93.7M Buy
3,263,478
+507,619
+18% +$14.6M 0.03% 525
2023
Q2 		$79.3M Buy
2,755,859
+73,123
+3% +$2.12M 0.03% 594
2023
Q1 		$78.4M Buy
2,682,736
+35,133
+1% +$1.02M 0.03% 560
2022
Q4 		$76.5M Sell
2,647,603
-98,568
-4% -$2.85M 0.03% 602
2022
Q3 		$79.4M Buy
2,746,171
+138,183
+5% +$4.05M 0.03% 510
2022
Q2 		$76.8M Buy
2,607,988
+11,353
+0.4% +$335K 0.03% 536
2022
Q1 		$77M Sell
2,596,635
-751,461
-22% -$22.6M 0.03% 622
2021
Q4 		$102M Buy
3,348,096
+75,433
+2% +$2.3M 0.03% 592
2021
Q3 		$100M Buy
3,272,663
+41,265
+1% +$1.27M 0.03% 533
2021
Q2 		$99M Sell
3,231,398
-359,527
-10% -$11M 0.03% 522
2021
Q1 		$110M Buy
3,590,925
+608,344
+20% +$18.7M 0.04% 474
2020
Q4 		$91.6M Sell
2,982,581
-1,634,908
-35% -$50.2M 0.03% 516
2020
Q3 		$142M Buy
4,617,489
+584,544
+14% +$17.9M 0.05% 313
2020
Q2 		$124M Buy
4,032,945
+3,101,002
+333% +$95.2M 0.05% 324
2020
Q1 		$28.6M Buy
931,943
+674,982
+263% +$20.4M 0.01% 802
2019
Q4 		$7.7M Sell
256,961
-91,608
-26% -$2.75M ﹤0.01% 2185
2019
Q3 		$10.5M Buy
348,569
+28,709
+9% +$861K ﹤0.01% 1729
2019
Q2 		$9.6M Buy
319,860
+4,806
+2% +$143K ﹤0.01% 1794
2019
Q1 		$9.38M Buy
315,054
+157,322
+100% +$4.66M ﹤0.01% 1722
2018
Q4 		$4.67M Sell
157,732
-1,572
-1% -$46.3K ﹤0.01% 2215
2018
Q3 		$4.69M Sell
159,304
-98,505
-38% -$2.9M ﹤0.01% 2411
2018
Q2 		$7.62M Buy
257,809
+172,127
+201% +$5.08M ﹤0.01% 1964
2018
Q1 		$2.54M Buy
85,682
+8,813
+11% +$262K ﹤0.01% 2926
2017
Q4 		$2.3M Sell
76,869
-1,047
-1% -$31.4K ﹤0.01% 3076
2017
Q3 		$2.35M Sell
77,916
-6,870
-8% -$207K ﹤0.01% 2986
2017
Q2 		$2.56M Buy
84,786
+6,387
+8% +$193K ﹤0.01% 2780
2017
Q1 		$2.36M Buy
78,399
+1,569
+2% +$47.2K ﹤0.01% 2795
2016
Q4 		$2.31M Buy
76,830
+46,429
+153% +$1.4M ﹤0.01% 2789
2016
Q3 		$929K Sell
30,401
-1,111
-4% -$33.9K ﹤0.01% 3489
2016
Q2 		$966K Buy
31,512
+5,740
+22% +$175K ﹤0.01% 3408
2016
Q1 		$786K Sell
25,772
-265
-1% -$8.04K ﹤0.01% 3445
2015
Q4 		$784K Buy
26,037
+61
+0.2% +$1.84K ﹤0.01% 3598
2015
Q3 		$789K Sell
25,976
-223
-0.9% -$6.75K ﹤0.01% 3559
2015
Q2 		$794K Buy
26,199
+1,062
+4% +$32.1K ﹤0.01% 3748
2015
Q1 		$763K Buy
25,137
+2,137
+9% +$64.6K ﹤0.01% 3805
2014
Q4 		$692K Buy
+23,000
New +$694K ﹤0.01% 3901

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group's SPTS Position: Q1 2026 in Review

UBS Group increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 6.7% in Q1 2026, buying an estimated $1.43M and bringing the position to 777,062 shares worth $22.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2450.

UBS Group first reported a position in SPTS in Q4 2014 and has held it in 46 quarters since. The position peaked at $142M in Q3 2020. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • UBS Group held 777,062 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $22.7M as of Q1 2026.
  • UBS Group bought 48,985 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $1.43M.
  • State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2450 holding.
  • UBS Group first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $142M in Q3 2020.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.