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Apella Capital’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Apella Capital’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 		$8.82M Sell
307,694
-9,843
-3% -$284K 0.11% 133
2026
Q2 		$9.18M Sell
317,537
-69,811
-18% -$2.03M 0.13% 121
2026
Q1 		$11.3M Buy
+387,348
New +$11.3M 0.17% 104

Other funds holding SPTS

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM

Apella Capital's SPTS Position: Q3 2026 in Review

Apella Capital reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 3.1% in Q3 2026, selling an estimated $284K and leaving 307,694 shares worth $8.82M. The position accounts for 0.11% of the portfolio, ranked #133.

Apella Capital first reported a position in SPTS in Q1 2026 and has held it in 3 quarters since. The position peaked at $11.3M in Q1 2026. 22 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

  • Apella Capital held 307,694 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $8.82M as of Q3 2026.
  • Apella Capital sold 9,843 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2026, an estimated $284K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.11% of Apella Capital's portfolio in Q3 2026, its #133 holding.
  • Apella Capital first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $11.3M in Q1 2026.
  • 22 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.