WCG Wealth Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

WCG Wealth Advisors’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 Q1	$1.78M	Buy	60,875 +4,731	+8%	+$138K	0.05%	286
2025 Q4	$1.64M	Buy	+56,144	New	+$1.64M	0.05%	284
2025 Q3	–	Sell	-17,451	Closed	-$511K	–	360
2025 Q2	$511K	Buy	+17,451	New	+$509K	0.03%	287
2024 Q1	–	Sell	-11,342	Closed	-$329K	–	304
2023 Q4	$329K	Buy	+11,342	New	+$327K	0.02%	278

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WCG Wealth Advisors's SPTS Position: Q1 2026 in Review

WCG Wealth Advisors increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 8.4% in Q1 2026, buying an estimated $138K and bringing the position to 60,875 shares worth $1.78M. The position accounts for 0.05% of the portfolio, ranked #286.

WCG Wealth Advisors first reported a position in SPTS in Q4 2023 and has held it in 4 quarters since. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

WCG Wealth Advisors held 60,875 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $1.78M as of Q1 2026.
WCG Wealth Advisors bought 4,731 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $138K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.05% of WCG Wealth Advisors's portfolio in Q1 2026, its #286 holding.
WCG Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2023 and has held it in 4 quarters since.
420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.