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Walser Wealth Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Walser Wealth Management’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 		$257K Buy
+8,843
New +$257K 0.11% 183

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 $3.37T AUM 44.26% 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 22.96% 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

Walser Wealth Management's SPTS Position: Q2 2026 in Review

Walser Wealth Management opened a new position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2026: 8,843 shares worth $257K. The stake represents 0.11% of the portfolio and ranks #183 among its holdings.

409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Walser Wealth Management held 8,843 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $257K as of Q2 2026.
  • State Street SPDR Portfolio Short Term Treasury ETF was a new Walser Wealth Management position in Q2 2026.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.11% of Walser Wealth Management's portfolio in Q2 2026, its #183 holding.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.