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Your Advocates Ltd’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Your Advocates Ltd’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 		$113K Buy
3,895
+520
+15% +$15.1K 0.03% 39
2026
Q1 		$98.5K Buy
3,375
+2,865
+562% +$83.8K 0.03% 43
2025
Q4 		$14.9K Buy
510
+181
+55% +$5.3K ﹤0.01% 113
2025
Q3 		$9.65K Buy
329
+72
+28% +$2.1K ﹤0.01% 121
2025
Q2 		$7.53K Buy
257
+59
+30% +$1.72K ﹤0.01% 119
2025
Q1 		$5.79K Buy
198
+110
+125% +$3.2K ﹤0.01% 132
2024
Q4 		$2.55K Buy
+88
New +$2.56K ﹤0.01% 156

Other funds holding SPTS

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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

Your Advocates Ltd's SPTS Position: Q2 2026 in Review

Your Advocates Ltd increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 15% in Q2 2026, buying an estimated $15.1K and bringing the position to 3,895 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #39.

Your Advocates Ltd first reported a position in SPTS in Q4 2024 and has held it in 7 quarters since. 249 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Your Advocates Ltd held 3,895 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $113K as of Q2 2026.
  • Your Advocates Ltd bought 520 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $15.1K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.03% of Your Advocates Ltd's portfolio in Q2 2026, its #39 holding.
  • Your Advocates Ltd first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 249 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.