Winch Advisory Services’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Winch Advisory Services’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	$712K	Sell	24,532 -1,135	-4%	-$33K	0.15%	67
2026 Q1	$749K	Buy	25,667 +410	+2%	+$12K	0.17%	64
2025 Q4	$740K	Buy	25,257 +325	+1%	+$9.52K	0.16%	63
2025 Q3	$731K	Buy	24,932 +204	+0.8%	+$5.96K	0.16%	63
2025 Q2	$724K	Buy	24,728 +254	+1%	+$7.41K	0.18%	56
2025 Q1	$716K	Sell	24,474 -280	-1%	-$8.14K	0.19%	55
2024 Q4	$718K	Sell	24,754 -2,127	-8%	-$61.8K	0.19%	54
2024 Q3	$791K	Sell	26,881 -1,594	-6%	-$46.5K	0.22%	51
2024 Q2	$822K	Buy	28,475 +395	+1%	+$11.4K	0.24%	47
2024 Q1	$812K	Sell	28,080 -73	-0.3%	-$2.12K	0.25%	47
2023 Q4	$818K	Buy	28,153 +7,883	+39%	+$227K	0.27%	49
2023 Q3	$582K	Buy	20,270 +1,737	+9%	+$49.9K	0.21%	49
2023 Q2	$534K	Buy	18,533 +143	+0.8%	+$4.16K	0.19%	51
2023 Q1	$538K	Buy	18,390 +1,224	+7%	+$35.5K	0.21%	52
2022 Q4	$496K	Buy	17,166 +45	+0.3%	+$1.3K	0.21%	53
2022 Q3	$495K	Buy	17,121 +2,522	+17%	+$73.9K	0.21%	50
2022 Q2	$430K	Buy	14,599 +2,132	+17%	+$62.9K	0.18%	55
2022 Q1	$370K	Buy	12,467 +410	+3%	+$12.3K	0.13%	59
2021 Q4	$367K	Buy	12,057 +8,698	+259%	+$265K	0.12%	61
2021 Q3	$103K	Buy	3,359 +551	+20%	+$16.9K	0.04%	91
2021 Q2	$86K	Buy	2,808 +718	+34%	+$22K	0.03%	97
2021 Q1	$64K	Buy	+2,090	New	+$64.1K	0.03%	106
2020 Q1	–	Sell	-395	Closed	-$12K	–	378
2019 Q4	$12K	Hold	395	–	–	0.01%	192
2019 Q3	$12K	Hold	395	–	–	0.01%	180
2019 Q2	$12K	Hold	395	–	–	0.01%	187
2019 Q1	$12K	Buy	+395	New	+$11.7K	0.01%	181

Other funds holding SPTS

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

Winch Advisory Services's SPTS Position: Q2 2026 in Review

Winch Advisory Services reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 4.4% in Q2 2026, selling an estimated $33K and leaving 24,532 shares worth $712K. The position accounts for 0.15% of the portfolio, ranked #67.

Winch Advisory Services first reported a position in SPTS in Q1 2019 and has held it in 26 quarters since. The position peaked at $822K in Q2 2024. 412 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Winch Advisory Services held 24,532 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $712K as of Q2 2026.
Winch Advisory Services sold 1,135 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $33K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.15% of Winch Advisory Services's portfolio in Q2 2026, its #67 holding.
Winch Advisory Services first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2019 and has held it in 26 quarters since.
Winch Advisory Services's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $822K in Q2 2024.
412 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.