SPTS — SPDR PORT SHRT TRM TRSRY

Ownership history in Advisor Resource Council  ·  6 quarters on record

This page tracks every 13F SEC filing in which Advisor Resource Council reported a position in SPDR PORT SHRT TRM TRSRY (SPTS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.3% (2022 Q2)
Avg. % of fund
0.57%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 89,910 +29,452 +48.7% 0.93% $2.6M $29.09
2025 Q1 REDUCED 60,458 -30,888 -33.8% 0.13% $1.6M $28.10
2023 Q4 REDUCED 91,346 -386,181 -80.9% 0.31% $2.7M $26.58
2022 Q2 ADDED 477,527 +421,931 +758.9% 1.30% $14.1M $25.72
2021 Q4 ADDED 55,596 +49,168 +764.9% 0.13% $1.7M $26.52
2021 Q2 INITIATED 6,428 — — 0.63% $6.4M $26.67
% of Fund (quarterly)    SPTS price (monthly, adj. close)

Other funds also holding SPTS

As of 2025 Q4 — sorted by position size

OakTrust Wealth Advisors, LLC 13.09% DAGCO, INC. 3Y 7Y 10.24% EVERMAY WEALTH MANAGEMENT LLC 3Y 7Y 8.94% Municipal Employees' Retirement System of Michigan 3Y 7Y 8.57% Richard Bernstein Advisors LLC 3Y 7Y 6.12% S. R. Schill & Associates 3Y 7Y 6.07% Treasure Coast Financial Planning 3Y 5.7% Private Wealth Group, LLC 3Y 7Y 5.68% Portland Global Advisors LLC 3Y 7Y 5.16% ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3Y 5.05%
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