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 Q2	$1.74M	Sell	60,022 -853	-1%	-$24.8K	0.04%	319
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 $9.05B AUM 13.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 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 New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WCG Wealth Advisors's SPTS Position: Q2 2026 in Review

WCG Wealth Advisors reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 1.4% in Q2 2026, selling an estimated $24.8K and leaving 60,022 shares worth $1.74M. The position accounts for 0.04% of the portfolio, ranked #319.

WCG Wealth Advisors first reported a position in SPTS in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.78M in Q1 2026. 412 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

WCG Wealth Advisors held 60,022 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $1.74M as of Q2 2026.
WCG Wealth Advisors sold 853 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $24.8K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.04% of WCG Wealth Advisors's portfolio in Q2 2026, its #319 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 5 quarters since.
WCG Wealth Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.78M in Q1 2026.
412 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.