WFS
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Walker Financial Services’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Walker Financial Services’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 		$3.13M Sell
107,751
-6,690
-6% -$194K 0.97% 19
2026
Q1 		$3.34M Buy
114,441
+2,089
+2% +$61.1K 1.14% 19
2025
Q4 		$3.29M Buy
112,352
+15,110
+16% +$443K 1.19% 20
2025
Q3 		$2.85M Buy
97,242
+20,082
+26% +$587K 1.11% 20
2025
Q2 		$2.26M Buy
+77,160
New +$2.25M 1.03% 17

Other funds holding SPTS

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM

Walker Financial Services's SPTS Position: Q2 2026 in Review

Walker Financial Services reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 5.8% in Q2 2026, selling an estimated $194K and leaving 107,751 shares worth $3.13M. The position accounts for 0.97% of the portfolio, ranked #19.

Walker Financial Services first reported a position in SPTS in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.34M in Q1 2026. 66 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Walker Financial Services held 107,751 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $3.13M as of Q2 2026.
  • Walker Financial Services sold 6,690 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $194K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.97% of Walker Financial Services's portfolio in Q2 2026, its #19 holding.
  • Walker Financial Services first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Walker Financial Services's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $3.34M in Q1 2026.
  • 66 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.