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Wescott Financial Advisory Group’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Wescott Financial Advisory Group’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 		$7.8M Buy
268,853
+2,148
+0.8% +$62.4K 0.6% 27
2026
Q1 		$7.78M Sell
266,705
-2,890
-1% -$84.5K 0.68% 27
2025
Q4 		$7.89M Sell
269,595
-2,081
-0.8% -$61K 0.69% 27
2025
Q3 		$7.97M Sell
271,676
-6,751
-2% -$197K 0.71% 25
2025
Q2 		$8.16M Sell
278,427
-22,996
-8% -$671K 0.78% 25
2025
Q1 		$8.81M Sell
301,423
-33,053
-10% -$961K 0.91% 22
2024
Q4 		$9.7M Sell
334,476
-18,304
-5% -$532K 1.01% 21
2024
Q3 		$10.4M Sell
352,780
-5,610
-2% -$164K 1.12% 19
2024
Q2 		$10.3M Sell
358,390
-6,133
-2% -$176K 1.2% 19
2024
Q1 		$10.5M Sell
364,523
-1,388
-0.4% -$40.2K 1.31% 14
2023
Q4 		$10.6M Sell
365,911
-40,224
-10% -$1.16M 1.49% 14
2023
Q3 		$11.7M Sell
406,135
-8,166
-2% -$235K 2.13% 14
2023
Q2 		$11.9M Buy
414,301
+8,838
+2% +$257K 2.11% 14
2023
Q1 		$11.9M Buy
405,463
+66,055
+19% +$1.92M 2.58% 11
2022
Q4 		$9.81M Buy
339,408
+141,466
+71% +$4.09M 2.11% 12
2022
Q3 		$5.72M Buy
+197,942
New +$5.8M 1.59% 14

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wescott Financial Advisory Group's SPTS Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.81% in Q2 2026, buying an estimated $62.4K and bringing the position to 268,853 shares worth $7.8M. The position accounts for 0.6% of the portfolio, ranked #27.

Wescott Financial Advisory Group first reported a position in SPTS in Q3 2022 and has held it in 16 quarters since. The position peaked at $11.9M in Q2 2023. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Wescott Financial Advisory Group held 268,853 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $7.8M as of Q2 2026.
  • Wescott Financial Advisory Group bought 2,148 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $62.4K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.6% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #27 holding.
  • Wescott Financial Advisory Group first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
  • Wescott Financial Advisory Group's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $11.9M in Q2 2023.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.