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Atria Investments’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Atria Investments’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
-35,697
Closed -$1.04M – 2247
2026
Q1 		$1.04M Sell
35,697
-50,524
-59% -$1.48M 0.01% 1039
2025
Q4 		$2.52M Buy
86,221
+9,986
+13% +$293K 0.03% 623
2025
Q3 		$2.24M Buy
76,235
+2,337
+3% +$68.3K 0.03% 677
2025
Q2 		$2.16M Sell
73,898
-32,938
-31% -$961K 0.03% 688
2025
Q1 		$3.12M Sell
106,836
-4,256
-4% -$124K 0.04% 530
2024
Q4 		$3.22M Sell
111,092
-20,266
-15% -$589K 0.04% 503
2024
Q3 		$3.86M Buy
131,358
+98,932
+305% +$2.89M 0.05% 434
2024
Q2 		$936K Buy
+32,426
New +$933K 0.01% 975
2023
Q2 		– Sell
-97,556
Closed -$2.85M – 885
2023
Q1 		$2.85M Buy
97,556
+45,616
+88% +$1.32M 0.05% 415
2022
Q4 		$1.5M Buy
+51,940
New +$1.5M 0.03% 615
2020
Q4 		– Sell
-41,324
Closed -$1.27M – 698
2020
Q3 		$1.27M Sell
41,324
-32,524
-44% -$999K 0.04% 485
2020
Q2 		$2.27M Buy
73,848
+63,773
+633% +$1.96M 0.08% 280
2020
Q1 		$310K Buy
+10,075
New +$305K 0.02% 436
2019
Q2 		– Sell
-62,397
Closed -$1.86M – 1075
2019
Q1 		$1.86M Sell
62,397
-92,636
-60% -$2.74M 0.08% 224
2018
Q4 		$4.59M Buy
155,033
+100,194
+183% +$2.95M 0.2% 81
2018
Q3 		$1.61M Buy
54,839
+2,735
+5% +$80.6K 0.06% 283
2018
Q2 		$1.54M Buy
52,104
+27,279
+110% +$806K 0.07% 279
2018
Q1 		$737K Buy
+24,825
New +$737K 0.04% 416
2017
Q2 		– Sell
-22,796
Closed -$686K – 792
2017
Q1 		$686K Sell
22,796
-1,082
-5% -$32.5K 0.04% 331
2016
Q4 		$718K Buy
+23,878
New +$722K 0.05% 275

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

Atria Investments's SPTS Position: Q2 2026 in Review

Atria Investments sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2026, closing a stake of 35,697 shares — an estimated $1.04M sold.

Atria Investments first reported a position in SPTS in Q4 2016 and held it in 20 quarters. The position peaked at $4.59M in Q4 2018. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Atria Investments reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 35,697 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $1.04M.
  • Atria Investments first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2016 and held it in 20 quarters.
  • Atria Investments's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $4.59M in Q4 2018.
  • 410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.