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 Q3	$992K	Buy	34,586 +5,702	+20%	+$165K	0.11%	154
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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

XY Planning Network's SPTS Position: Q3 2026 in Review

XY Planning Network increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 20% in Q3 2026, buying an estimated $165K and bringing the position to 34,586 shares worth $992K. The position accounts for 0.11% of the portfolio, ranked #154.

XY Planning Network first reported a position in SPTS in Q2 2025 and has held it in 6 quarters since. 101 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

XY Planning Network held 34,586 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $992K as of Q3 2026.
XY Planning Network bought 5,702 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2026, an estimated $165K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.11% of XY Planning Network's portfolio in Q3 2026, its #154 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 6 quarters since.
101 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.