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 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 $8.81B AUM 10.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atria Investments's SPTS Position: Q1 2026 in Review

Atria Investments reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 59% in Q1 2026, selling an estimated $1.48M and leaving 35,697 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1039.

Atria Investments first reported a position in SPTS in Q4 2016 and has held it in 20 quarters since. The position peaked at $4.59M in Q4 2018. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

Atria Investments held 35,697 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $1.04M as of Q1 2026.
Atria Investments sold 50,524 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $1.48M.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1039 holding.
Atria Investments first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2016 and has held it in 20 quarters since.
Atria Investments's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $4.59M in Q4 2018.
420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.