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

WealthSpring 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
Q3 		$965K Buy
+33,670
New +$972K 1.02% 27

Other funds holding SPTS

CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

WealthSpring Partners's SPTS Position: Q3 2026 in Review

WealthSpring Partners opened a new position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q3 2026: 33,670 shares worth $965K. The stake represents 1.02% of the portfolio and ranks #27 among its holdings.

63 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

  • WealthSpring Partners held 33,670 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $965K as of Q3 2026.
  • State Street SPDR Portfolio Short Term Treasury ETF was a new WealthSpring Partners position in Q3 2026.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 1.02% of WealthSpring Partners's portfolio in Q3 2026, its #27 holding.
  • 63 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2026.

Based on WealthSpring Partners's 13F filing for Q3 2026, filed 14 Oct 2026.