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Vise Technologies’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Vise Technologies’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 		$1.2M Sell
41,349
-17,360
-30% -$504K 0.01% 717
2026
Q1 		$1.72M Hold
58,709
– – 0.03% 415
2025
Q4 		$1.72M Buy
58,709
+49,668
+549% +$1.46M 0.03% 416
2025
Q3 		$265K Sell
9,041
-1,494
-14% -$43.7K 0.01% 969
2025
Q2 		$309K Buy
+10,535
New +$307K 0.01% 829
2024
Q4 		$389K Buy
13,396
+684
+5% +$19.9K 0.03% 506
2024
Q3 		$374K Sell
12,712
-3,359
-21% -$98K 0.05% 380
2024
Q2 		$464K Buy
16,071
+1,186
+8% +$34.1K 0.08% 240
2024
Q1 		$430K Sell
14,885
-3,462
-19% -$100K 0.08% 227
2023
Q4 		$533K Buy
18,347
+4,572
+33% +$132K 0.11% 180
2023
Q3 		$396K Sell
13,775
-485
-3% -$13.9K 0.1% 198
2023
Q2 		$411K Buy
14,260
+1,694
+13% +$49.2K 0.1% 199
2023
Q1 		$367K Sell
12,566
-46
-0.4% -$1.33K 0.1% 208
2022
Q4 		$364K Buy
+12,612
New +$364K 0.11% 196

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

Vise Technologies's SPTS Position: Q2 2026 in Review

Vise Technologies reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 30% in Q2 2026, selling an estimated $504K and leaving 41,349 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #717.

Vise Technologies first reported a position in SPTS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.72M in Q1 2026. 412 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Vise Technologies held 41,349 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $1.2M as of Q2 2026.
  • Vise Technologies sold 17,360 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $504K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #717 holding.
  • Vise Technologies first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
  • Vise Technologies's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.72M in Q1 2026.
  • 412 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.