Wealthspire Advisors (New York)’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$279K	Buy	9,557 +1,539	+19%	+$45K	﹤0.01%	749
2025 Q4	$235K	Hold	8,018	–	–	﹤0.01%	905
2025 Q3	$235K	Hold	8,018	–	–	﹤0.01%	741
2025 Q2	$235K	Hold	8,018	–	–	﹤0.01%	738
2025 Q1	$234K	Hold	8,018	–	–	﹤0.01%	704
2024 Q4	$233K	Hold	8,018	–	–	﹤0.01%	707
2024 Q3	$236K	Buy	+8,018	New	+$234K	﹤0.01%	676

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (New York)'s SPTS Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 19% in Q1 2026, buying an estimated $45K and bringing the position to 9,557 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Wealthspire Advisors (New York) first reported a position in SPTS in Q3 2024 and has held it in 7 quarters since. 421 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

Wealthspire Advisors (New York) held 9,557 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $279K as of Q1 2026.
Wealthspire Advisors (New York) bought 1,539 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $45K.
State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #749 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2024 and has held it in 7 quarters since.
421 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.