AFG
SPTS icon

Altiora Financial Group’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Altiora Financial Group’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 		$1.88M Sell
64,417
-13,071
-17% -$382K 0.31% 45
2025
Q4 		$2.27M Buy
77,488
+205
+0.3% +$6.01K 0.39% 41
2025
Q3 		$2.27M Sell
77,283
-600
-0.8% -$17.5K 0.41% 37
2025
Q2 		$2.28M Buy
77,883
+200
+0.3% +$5.84K 0.45% 34
2025
Q1 		$2.27M Sell
77,683
-30
-0% -$872 0.48% 32
2024
Q4 		$2.25M Sell
77,713
-5,782
-7% -$168K 0.49% 33
2024
Q3 		$2.46M Sell
83,495
-40
-0% -$1.17K 0.54% 30
2024
Q2 		$2.41M Sell
83,535
-147,844
-64% -$4.25M 0.58% 28
2024
Q1 		$6.69M Buy
231,379
+25,077
+12% +$726K 1.82% 15
2023
Q4 		$5.99M Buy
206,302
+10,514
+5% +$303K 1.74% 14
2023
Q3 		$5.62M Buy
195,788
+32,537
+20% +$935K 2.61% 8
2023
Q2 		$4.7M Buy
163,251
+30,360
+23% +$882K 2.07% 11
2023
Q1 		$3.88M Buy
132,891
+6,965
+6% +$202K 1.79% 11
2022
Q4 		$3.64M Buy
+125,926
New +$3.64M 1.82% 11

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 $424B AUM 22.94% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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 $971M AUM 17.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altiora Financial Group's SPTS Position: Q1 2026 in Review

Altiora Financial Group reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 17% in Q1 2026, selling an estimated $382K and leaving 64,417 shares worth $1.88M. The position accounts for 0.31% of the portfolio, ranked #45.

Altiora Financial Group first reported a position in SPTS in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.69M in Q1 2024. 421 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • Altiora Financial Group held 64,417 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $1.88M as of Q1 2026.
  • Altiora Financial Group sold 13,071 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $382K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.31% of Altiora Financial Group's portfolio in Q1 2026, its #45 holding.
  • Altiora Financial Group first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
  • Altiora Financial Group's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $6.69M in Q1 2024.
  • 421 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.