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WBH Advisory’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

WBH Advisory’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 		$5M Buy
172,324
+8,782
+5% +$255K 0.34% 61
2026
Q1 		$4.76M Sell
163,542
-985
-0.6% -$28.8K 0.36% 57
2025
Q4 		$4.82M Buy
164,527
+8,328
+5% +$244K 0.36% 56
2025
Q3 		$4.58M Buy
156,199
+38,472
+33% +$1.12M 0.35% 59
2025
Q2 		$3.45M Buy
+117,727
New +$3.44M 0.29% 70

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
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
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

WBH Advisory's SPTS Position: Q2 2026 in Review

WBH Advisory increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 5.4% in Q2 2026, buying an estimated $255K and bringing the position to 172,324 shares worth $5M. The position accounts for 0.34% of the portfolio, ranked #61.

WBH Advisory first reported a position in SPTS in Q2 2025 and has held it in 5 quarters since. 282 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • WBH Advisory held 172,324 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $5M as of Q2 2026.
  • WBH Advisory bought 8,782 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $255K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.34% of WBH Advisory's portfolio in Q2 2026, its #61 holding.
  • WBH Advisory first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • 282 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.