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

Atomi 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
Q2 		– Sell
-7,209
Closed -$210K – 1322
2026
Q1 		$210K Buy
+7,209
New +$211K 0.01% 1133
2023
Q4 		– Sell
-8,351
Closed -$240K – 625
2023
Q3 		$240K Buy
+8,351
New +$240K 0.08% 289

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
LPL Financial
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
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atomi Financial Group's SPTS Position: Q2 2026 in Review

Atomi Financial Group sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2026, closing a stake of 7,209 shares — an estimated $210K sold.

Atomi Financial Group first reported a position in SPTS in Q3 2023 and held it in 2 quarters. The position peaked at $240K in Q3 2023. 411 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Atomi Financial Group reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Atomi Financial Group sold 7,209 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $210K.
  • Atomi Financial Group first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2023 and held it in 2 quarters.
  • Atomi Financial Group's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $240K in Q3 2023.
  • 411 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.