Wealth Enhancement Advisory Services’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Wealth Enhancement Advisory 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 Q3	$11.7M	Buy	409,069 +8,998	+2%	+$260K	0.02%	663
2026 Q2	$11.6M	Sell	400,071 -12,714	-3%	-$369K	0.02%	612
2026 Q1	$12M	Sell	412,785 -137,597	-25%	-$4.02M	0.02%	533
2025 Q4	$16.1M	Buy	550,382 +5,919	+1%	+$173K	0.02%	541
2025 Q3	$15.9M	Sell	544,463 -35,381	-6%	-$1.03M	0.02%	509
2025 Q2	$16.9M	Buy	579,844 +62,970	+12%	+$1.84M	0.03%	472
2025 Q1	$15.1M	Sell	516,874 -9,960	-2%	-$290K	0.03%	477
2024 Q4	$15.3M	Sell	526,834 -582,499	-53%	-$16.9M	0.03%	438
2024 Q3	$32.6M	Sell	1,109,333 -5,641	-0.5%	-$165K	0.07%	266
2024 Q2	$32.2M	Sell	1,114,974 -43,807	-4%	-$1.26M	0.08%	246
2024 Q1	$33.5M	Sell	1,158,781 -122,234	-10%	-$3.54M	0.09%	223
2023 Q4	$37.2M	Sell	1,281,015 -68,889	-5%	-$1.98M	0.11%	192
2023 Q3	$38.8M	Buy	1,349,904 +556,392	+70%	+$16M	0.13%	164
2023 Q2	$22.8M	Buy	793,512 +153,849	+24%	+$4.47M	0.25%	49
2023 Q1	$18.7M	Buy	639,663 +603,355	+1,662%	+$17.5M	0.22%	56
2022 Q4	$1.06M	Buy	36,308 +2,879	+9%	+$83.2K	0.01%	215
2022 Q3	$964K	Sell	33,429 -5,395	-14%	-$158K	0.01%	238
2022 Q2	$1.14M	Buy	38,824 +28,282	+268%	+$835K	0.02%	241
2022 Q1	$312K	Buy	10,542 +66	+0.6%	+$1.98K	﹤0.01%	285
2021 Q4	$316K	Buy	+10,476	New	+$320K	﹤0.01%	269
2021 Q3	–	Sell	-666,237	Closed	-$20.4M	–	336
2021 Q2	$20.4M	Buy	666,237 +27,686	+4%	+$849K	0.33%	48
2021 Q1	$19.6M	Buy	638,551 +74,386	+13%	+$2.28M	0.36%	46
2020 Q4	$17.3M	Buy	564,165 +105,158	+23%	+$3.23M	0.39%	37
2020 Q3	$14.1M	Buy	459,007 +33,423	+8%	+$1.03M	0.37%	37
2020 Q2	$13.1M	Buy	425,584 +73,327	+21%	+$2.25M	0.38%	38
2020 Q1	$10.8M	Buy	352,257 +32,605	+10%	+$986K	0.39%	39
2019 Q4	$9.6M	Buy	319,652 +47,470	+17%	+$1.42M	0.34%	46
2019 Q3	$8.17M	Buy	272,182 +176,614	+185%	+$5.3M	0.33%	45
2019 Q2	$2.86M	Buy	95,568 +71,892	+304%	+$2.14M	0.13%	69
2019 Q1	$703K	Buy	23,676 +9,847	+71%	+$292K	0.04%	156
2018 Q4	$409K	Buy	13,829 +3,812	+38%	+$112K	0.03%	154
2018 Q3	$295K	Buy	10,017 +2,237	+29%	+$66K	0.02%	153
2018 Q2	$230K	Buy	+7,780	New	+$230K	0.01%	154

Other funds holding SPTS

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPTS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 2.2% in Q3 2026, buying an estimated $260K and bringing the position to 409,069 shares worth $11.7M. The position accounts for 0.02% of the portfolio, ranked #663.

Wealth Enhancement Advisory Services first reported a position in SPTS in Q2 2018 and has held it in 33 quarters since. The position peaked at $38.8M in Q3 2023. 101 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

Wealth Enhancement Advisory Services held 409,069 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $11.7M as of Q3 2026.
Wealth Enhancement Advisory Services bought 8,998 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2026, an estimated $260K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #663 holding.
Wealth Enhancement Advisory Services first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2018 and has held it in 33 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $38.8M in Q3 2023.
101 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.