RWML
SPTS icon

RAFFA WEALTH MANAGEMENT, LLC’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$81.2K Buy
2,801
+17
+0.6% +$494 0.01% 141
2026
Q1 		$81.2K Buy
2,784
+10
+0.4% +$292 0.01% 128
2025
Q4 		$81.2K Buy
2,774
+22
+0.8% +$645 0.01% 129
2025
Q3 		$80.7K Buy
2,752
+28
+1% +$819 0.01% 128
2025
Q2 		$79.8K Buy
2,724
+28
+1% +$817 0.02% 142
2025
Q1 		$78.8K Buy
2,696
+18
+0.7% +$523 0.02% 122
2024
Q4 		$77.7K Buy
2,678
+377
+16% +$11K 0.02% 118
2024
Q3 		$67.7K Buy
2,301
+358
+18% +$10.4K 0.02% 126
2024
Q2 		$56.1K Buy
+1,943
New +$55.9K 0.02% 192

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
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
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
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SPTS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.61% in Q2 2026, buying an estimated $494 and bringing the position to 2,801 shares worth $81.2K. The position accounts for 0.01% of the portfolio, ranked #141.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SPTS in Q2 2024 and has held it in 9 quarters since. 150 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 2,801 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $81.2K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 17 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $494.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #141 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
  • 150 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.