Altiora Financial Group
SPTS icon

Altiora Financial Group’s State Street SPDR Portfolio Short Term Treasury Index 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
Q3 		$216K Sell
7,525
-29,288
-80% -$846K 0.04% 103
2026
Q2 		$1.07M Sell
36,813
-27,604
-43% -$802K 0.17% 55
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

Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Evermay Wealth Management
Evermay Wealth Management Arlington, Virginia $996M AUM 10.6% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return
Quent Capital
Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return

Altiora Financial Group's SPTS Position: Q3 2026 in Review

Altiora Financial Group reduced its State Street SPDR Portfolio Short Term Treasury Index ETF (SPTS) stake by 80% in Q3 2026, selling an estimated $846K and leaving 7,525 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #103.

Altiora Financial Group first reported a position in SPTS in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.69M in Q1 2024. 277 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

  • Altiora Financial Group held 7,525 shares of State Street SPDR Portfolio Short Term Treasury Index ETF worth $216K as of Q3 2026.
  • Altiora Financial Group sold 29,288 State Street SPDR Portfolio Short Term Treasury Index ETF shares in Q3 2026, an estimated $846K.
  • State Street SPDR Portfolio Short Term Treasury Index ETF made up 0.04% of Altiora Financial Group's portfolio in Q3 2026, its #103 holding.
  • Altiora Financial Group first reported a position in State Street SPDR Portfolio Short Term Treasury Index ETF in Q4 2022 and has held it in 16 quarters since.
  • Altiora Financial Group's State Street SPDR Portfolio Short Term Treasury Index ETF position peaked at $6.69M in Q1 2024.
  • 277 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury Index ETF as of Q3 2026.

Based on Altiora Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.