XY Planning Network’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

XY Planning Network’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	$838K	Buy	28,884 +536	+2%	+$15.6K	0.11%	159
2026 Q1	$825K	Buy	28,348 +10,610	+60%	+$310K	0.13%	146
2025 Q4	$519K	Buy	17,738 +4,635	+35%	+$136K	0.09%	169
2025 Q3	$384K	Hold	13,103	–	–	0.13%	124
2025 Q2	$384K	Buy	+13,103	New	+$382K	0.13%	124

Other funds holding SPTS

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

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

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

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

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

XY Planning Network's SPTS Position: Q2 2026 in Review

XY Planning Network increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 1.9% in Q2 2026, buying an estimated $15.6K and bringing the position to 28,884 shares worth $838K. The position accounts for 0.11% of the portfolio, ranked #159.

XY Planning Network first reported a position in SPTS in Q2 2025 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

XY Planning Network held 28,884 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $838K as of Q2 2026.
XY Planning Network bought 536 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $15.6K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.11% of XY Planning Network's portfolio in Q2 2026, its #159 holding.
XY Planning Network first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
118 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.