MWML
SPTS icon

Morrissey Wealth Management, LLC’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Morrissey Wealth Management, LLC’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 		$497K Buy
+17,359
New +$504K 0.31% 20

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 $3.38T AUM 44.17% 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 22.9% 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
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

Morrissey Wealth Management, LLC's SPTS Position: Q2 2026 in Review

Morrissey Wealth Management, LLC opened a new position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2026: 17,359 shares worth $497K. The stake represents 0.31% of the portfolio and ranks #20 among its holdings.

412 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Morrissey Wealth Management, LLC held 17,359 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $497K as of Q2 2026.
  • State Street SPDR Portfolio Short Term Treasury ETF was a new Morrissey Wealth Management, LLC position in Q2 2026.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.31% of Morrissey Wealth Management, LLC's portfolio in Q2 2026, its #20 holding.
  • 412 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Morrissey Wealth Management, LLC's 13F filing for Q2 2026, filed 5 Oct 2026.