Whittier Trust’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Whittier Trust’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	$859K	Buy	29,689 +447	+2%	+$13K	0.01%	415
2026 Q1	$850K	Hold	29,242	–	–	0.01%	371
2025 Q4	$856K	Sell	29,242 -1,853	-6%	-$54.3K	0.01%	370
2025 Q3	$910K	Hold	31,095	–	–	0.01%	355
2025 Q2	$911K	Sell	31,095 -935	-3%	-$27.3K	0.01%	397
2025 Q1	$936K	Hold	32,030	–	–	0.01%	383
2024 Q4	$929K	Hold	32,030	–	–	0.01%	395
2024 Q3	$942K	Sell	32,030 -1,280	-4%	-$37.3K	0.01%	395
2024 Q2	$961K	Sell	33,310 -2,086	-6%	-$60K	0.01%	368
2024 Q1	$1.02M	Buy	35,396 +25,464	+256%	+$738K	0.01%	360
2023 Q4	$288K	Buy	+9,932	New	+$286K	﹤0.01%	575
2023 Q1	–	Sell	-160	Closed	-$4.62K	–	1637
2022 Q4	$4.62K	Sell	160 -2,185	-93%	-$63.1K	﹤0.01%	1394
2022 Q3	$68K	Hold	2,345	–	–	﹤0.01%	913
2022 Q2	$69K	Buy	2,345 +2,185	+1,366%	+$64.5K	﹤0.01%	895
2022 Q1	$5K	Hold	160	–	–	﹤0.01%	1464
2021 Q4	$5K	Hold	160	–	–	﹤0.01%	1420
2021 Q3	$5K	Hold	160	–	–	﹤0.01%	1340
2021 Q2	$5K	Hold	160	–	–	﹤0.01%	1368
2021 Q1	$5K	Sell	160 -165	-51%	-$5.06K	﹤0.01%	1364
2020 Q4	$10K	Hold	325	–	–	﹤0.01%	1154
2020 Q3	$10K	Hold	325	–	–	﹤0.01%	1135
2020 Q2	$10K	Hold	325	–	–	﹤0.01%	1073
2020 Q1	$10K	Sell	325 -2,410	-88%	-$72.9K	﹤0.01%	1112
2019 Q4	$82K	Buy	+2,735	New	+$82K	﹤0.01%	735

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 $3.37T AUM 44.26% 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 22.96% 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 New York $82.7B AUM 28.53% 1-Year Est. Return

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

Whittier Trust's SPTS Position: Q2 2026 in Review

Whittier Trust increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 1.5% in Q2 2026, buying an estimated $13K and bringing the position to 29,689 shares worth $859K. The position accounts for 0.01% of the portfolio, ranked #415.

Whittier Trust first reported a position in SPTS in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.02M in Q1 2024. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Whittier Trust held 29,689 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $859K as of Q2 2026.
Whittier Trust bought 447 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $13K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #415 holding.
Whittier Trust first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2019 and has held it in 24 quarters since.
Whittier Trust's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.02M in Q1 2024.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.