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Alliance Wealth Advisors (Utah)’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Alliance Wealth Advisors (Utah)’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
Q1 		$22.3M Buy
763,553
+348,600
+84% +$10.2M 4.82% 6
2025
Q4 		$12.1M Buy
414,953
+391,549
+1,673% +$11.5M 2.63% 7
2025
Q3 		$686K Buy
+23,404
New +$684K 0.16% 145

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s SPTS Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 84% in Q1 2026, buying an estimated $10.2M and bringing the position to 763,553 shares worth $22.3M. The position accounts for 4.82% of the portfolio, ranked #6.

Alliance Wealth Advisors (Utah) first reported a position in SPTS in Q3 2025 and has held it in 3 quarters since. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • Alliance Wealth Advisors (Utah) held 763,553 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $22.3M as of Q1 2026.
  • Alliance Wealth Advisors (Utah) bought 348,600 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $10.2M.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 4.82% of Alliance Wealth Advisors (Utah)'s portfolio in Q1 2026, its #6 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.