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 Q2	$48.6M	Buy	1,676,702 +1,667,145	+17,444%	+$48.4M	0.27%	67
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 $9.05B AUM 13.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

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

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

EWM

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthspire Advisors (New York)'s SPTS Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 17,444% in Q2 2026, buying an estimated $48.4M and bringing the position to 1,676,702 shares worth $48.6M. The position accounts for 0.27% of the portfolio, ranked #67.

Wealthspire Advisors (New York) first reported a position in SPTS in Q3 2024 and has held it in 8 quarters since. 412 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Wealthspire Advisors (New York) held 1,676,702 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $48.6M as of Q2 2026.
Wealthspire Advisors (New York) bought 1,667,145 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $48.4M.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.27% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #67 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 8 quarters since.
412 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.