Arkadios Wealth Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Arkadios Wealth Advisors’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 Q2	$305K	Sell	10,506 -3,398	-24%	-$98.7K	﹤0.01%	1398
2026 Q1	$406K	Buy	+13,904	New	+$407K	0.01%	1210
2021 Q4	–	Sell	-10	Closed	–	–	1617
2021 Q3	$0	Sell	10 -28,604	-100%	-$877K	﹤0.01%	2047
2021 Q2	$876K	Buy	28,614 +6	+0%	+$184	0.11%	227
2021 Q1	$877K	Buy	28,608 +5	+0%	+$153	0.14%	170
2020 Q4	$878K	Buy	28,603 +28,593	+285,930%	+$877K	0.18%	123
2020 Q3	$306	Hold	10	–	–	﹤0.01%	990
2020 Q2	$306	Buy	+10	New	+$307	﹤0.01%	923

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arkadios Wealth Advisors's SPTS Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 24% in Q2 2026, selling an estimated $98.7K and leaving 10,506 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Arkadios Wealth Advisors first reported a position in SPTS in Q2 2020 and has held it in 8 quarters since. The position peaked at $878K in Q4 2020. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Arkadios Wealth Advisors held 10,506 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $305K as of Q2 2026.
Arkadios Wealth Advisors sold 3,398 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $98.7K.
State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1398 holding.
Arkadios Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2020 and has held it in 8 quarters since.
Arkadios Wealth Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $878K in Q4 2020.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.