Wealth Enhancement Trust Services
SPTS icon

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

Wealth Enhancement Trust 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 		$84K Sell
2,929
-276
-9% -$7.97K 0.01% 380
2026
Q2 		$93K Hold
3,205
– – 0.01% 379
2026
Q1 		$93.5K Hold
3,205
– – 0.01% 351
2025
Q4 		$93.8K Buy
+3,205
New +$93.9K 0.01% 332

Other funds holding SPTS

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its State Street SPDR Portfolio Short Term Treasury Index ETF (SPTS) stake by 8.6% in Q3 2026, selling an estimated $7.97K and leaving 2,929 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #380.

Wealth Enhancement Trust Services first reported a position in SPTS in Q4 2025 and has held it in 4 quarters since. The position peaked at $93.8K in Q4 2025. 320 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

  • Wealth Enhancement Trust Services held 2,929 shares of State Street SPDR Portfolio Short Term Treasury Index ETF worth $84K as of Q3 2026.
  • Wealth Enhancement Trust Services sold 276 State Street SPDR Portfolio Short Term Treasury Index ETF shares in Q3 2026, an estimated $7.97K.
  • State Street SPDR Portfolio Short Term Treasury Index ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #380 holding.
  • Wealth Enhancement Trust Services first reported a position in State Street SPDR Portfolio Short Term Treasury Index ETF in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's State Street SPDR Portfolio Short Term Treasury Index ETF position peaked at $93.8K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury Index ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.