AWS
SPTS icon

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

Atria Wealth Solutions’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
2025
Q2 		$15M Sell
513,226
-36,049
-7% -$1.05M 0.34% 59
2025
Q1 		$16.1M Buy
549,275
+475,844
+648% +$13.8M 0.19% 114
2024
Q4 		$2.13M Buy
73,431
+11,653
+19% +$339K 0.02% 620
2024
Q3 		$1.82M Sell
61,778
-9,226
-13% -$269K 0.02% 675
2024
Q2 		$2.05M Buy
71,004
+16,190
+30% +$466K 0.02% 620
2024
Q1 		$1.59M Sell
54,814
-60,924
-53% -$1.76M 0.02% 709
2023
Q4 		$3.36M Buy
115,738
+78,142
+208% +$2.25M 0.04% 426
2023
Q3 		$1.08M Sell
37,596
-28,469
-43% -$818K 0.02% 775
2023
Q2 		$1.9M Buy
66,065
+13,847
+27% +$402K 0.03% 583
2023
Q1 		$1.53M Buy
52,218
+32,081
+159% +$931K 0.02% 640
2022
Q4 		$582K Sell
20,137
-35,688
-64% -$1.03M 0.01% 998
2022
Q3 		$1.61M Buy
55,825
+1,529
+3% +$44.8K 0.03% 553
2022
Q2 		$1.6M Buy
54,296
+29,459
+119% +$869K 0.03% 517
2022
Q1 		$737K Buy
+24,837
New +$747K 0.01% 864

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Atria Wealth Solutions's SPTS Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 6.6% in Q2 2025, selling an estimated $1.05M and leaving 513,226 shares worth $15M. The position accounts for 0.34% of the portfolio, ranked #59.

Atria Wealth Solutions first reported a position in SPTS in Q1 2022 and has held it in 14 quarters since. The position peaked at $16.1M in Q1 2025. 389 funds tracked by Wall St. Rank hold SPTS as of Q2 2025.

  • Atria Wealth Solutions held 513,226 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $15M as of Q2 2025.
  • Atria Wealth Solutions sold 36,049 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2025, an estimated $1.05M.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.34% of Atria Wealth Solutions's portfolio in Q2 2025, its #59 holding.
  • Atria Wealth Solutions first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $16.1M in Q1 2025.
  • 389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.