WIC
SPTS icon

Woodmont Investment Counsel’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Woodmont Investment Counsel’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 		$34M Buy
1,171,212
+97,769
+9% +$2.84M 1.86% 10
2026
Q1 		$31.3M Buy
1,073,443
+88,800
+9% +$2.6M 1.93% 9
2025
Q4 		$28.8M Buy
984,643
+44,066
+5% +$1.29M 1.81% 11
2025
Q3 		$27.6M Buy
940,577
+87,460
+10% +$2.56M 1.83% 11
2025
Q2 		$25M Buy
853,117
+53,194
+7% +$1.55M 1.65% 13
2025
Q1 		$23.4M Buy
799,923
+90,418
+13% +$2.63M 1.69% 11
2024
Q4 		$20.6M Buy
709,505
+184,866
+35% +$5.37M 1.52% 14
2024
Q3 		$15.4M Buy
524,639
+473,826
+932% +$13.8M 1.16% 20
2024
Q2 		$1.47M Buy
50,813
+3,232
+7% +$93K 0.12% 109
2024
Q1 		$1.38M Buy
47,581
+8,375
+21% +$243K 0.12% 115
2023
Q4 		$1.14M Buy
39,206
+26,559
+210% +$765K 0.11% 120
2023
Q3 		$363K Buy
+12,647
New +$363K 0.04% 180

Other funds holding SPTS

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

Woodmont Investment Counsel's SPTS Position: Q2 2026 in Review

Woodmont Investment Counsel increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 9.1% in Q2 2026, buying an estimated $2.84M and bringing the position to 1,171,212 shares worth $34M. The position accounts for 1.86% of the portfolio, ranked #10.

Woodmont Investment Counsel first reported a position in SPTS in Q3 2023 and has held it in 12 quarters since. 173 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Woodmont Investment Counsel held 1,171,212 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $34M as of Q2 2026.
  • Woodmont Investment Counsel bought 97,769 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $2.84M.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 1.86% of Woodmont Investment Counsel's portfolio in Q2 2026, its #10 holding.
  • Woodmont Investment Counsel first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
  • 173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.