WAP
SPTS icon

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

Wealthcare Advisory Partners’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 		$1.54M Buy
52,985
+1,443
+3% +$41.9K 0.03% 407
2026
Q1 		$1.5M Sell
51,542
-8,780
-15% -$257K 0.03% 416
2025
Q4 		$1.77M Sell
60,322
-3,208
-5% -$94K 0.03% 390
2025
Q3 		$1.86M Sell
63,530
-3,704
-6% -$108K 0.04% 362
2025
Q2 		$1.97M Buy
67,234
+8,355
+14% +$244K 0.04% 331
2025
Q1 		$1.72M Sell
58,879
-3,114
-5% -$90.5K 0.05% 319
2024
Q4 		$1.8M Sell
61,993
-2,501
-4% -$72.7K 0.05% 292
2024
Q3 		$1.9M Buy
64,494
+1,587
+3% +$46.3K 0.05% 282
2024
Q2 		$1.82M Sell
62,907
-1,372
-2% -$39.5K 0.06% 256
2024
Q1 		$1.86M Buy
64,279
+21,655
+51% +$627K 0.06% 243
2023
Q4 		$1.24M Buy
42,624
+16,185
+61% +$466K 0.05% 276
2023
Q3 		$759K Buy
26,439
+43
+0.2% +$1.24K 0.03% 331
2023
Q2 		$760K Buy
26,396
+2,088
+9% +$60.7K 0.03% 354
2023
Q1 		$711K Sell
24,308
-447
-2% -$13K 0.03% 365
2022
Q4 		$715K Buy
+24,755
New +$715K 0.03% 338
2021
Q2 		– Sell
-1,005
Closed -$31K – 1692
2021
Q1 		$31K Buy
+1,005
New +$30.8K ﹤0.01% 1054

Other funds holding SPTS

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealthcare Advisory Partners's SPTS Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 2.8% in Q2 2026, buying an estimated $41.9K and bringing the position to 52,985 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #407.

Wealthcare Advisory Partners first reported a position in SPTS in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.97M in Q2 2025. 86 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Wealthcare Advisory Partners held 52,985 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $1.54M as of Q2 2026.
  • Wealthcare Advisory Partners bought 1,443 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $41.9K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #407 holding.
  • Wealthcare Advisory Partners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2021 and has held it in 16 quarters since.
  • Wealthcare Advisory Partners's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.97M in Q2 2025.
  • 86 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.