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Aventus Investment Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Aventus Investment 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 		$19.9K Hold
687
– – 0.01% 98
2026
Q1 		$20K Hold
687
– – 0.02% 95
2025
Q4 		$20.1K Hold
687
– – 0.02% 96
2025
Q3 		$20.1K Sell
687
-52
-7% -$1.52K 0.02% 94
2025
Q2 		$21.6K Buy
+739
New +$21.6K 0.02% 89

Other funds holding SPTS

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Aventus Investment Advisors's SPTS Position: Q2 2026 in Review

Aventus Investment Advisors held its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) position steady in Q2 2026 at 687 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #98.

Aventus Investment Advisors first reported a position in SPTS in Q2 2025 and has held it in 5 quarters since. The position peaked at $21.6K in Q2 2025. 129 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Aventus Investment Advisors held 687 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $19.9K as of Q2 2026.
  • Aventus Investment Advisors left its State Street SPDR Portfolio Short Term Treasury ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.01% of Aventus Investment Advisors's portfolio in Q2 2026, its #98 holding.
  • Aventus Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Aventus Investment Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $21.6K in Q2 2025.
  • 129 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.