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

Wealthcare Capital 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 		$262K Buy
9,046
+161
+2% +$4.68K 0.11% 143
2026
Q1 		$259K Hold
8,885
– – 0.12% 132
2025
Q4 		$260K Sell
8,885
-1,550
-15% -$45.4K 0.12% 124
2025
Q3 		$306K Hold
10,435
– – 0.14% 116
2025
Q2 		$306K Buy
+10,435
New +$305K 0.15% 108

Other funds holding SPTS

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

Wealthcare Capital Partners increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 1.8% in Q2 2026, buying an estimated $4.68K and bringing the position to 9,046 shares worth $262K. The position accounts for 0.11% of the portfolio, ranked #143.

Wealthcare Capital Partners first reported a position in SPTS in Q2 2025 and has held it in 5 quarters since. The position peaked at $306K in Q3 2025. 182 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Wealthcare Capital Partners held 9,046 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $262K as of Q2 2026.
  • Wealthcare Capital Partners bought 161 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $4.68K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.11% of Wealthcare Capital Partners's portfolio in Q2 2026, its #143 holding.
  • Wealthcare Capital Partners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Wealthcare Capital Partners's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $306K in Q3 2025.
  • 182 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

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