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Axiom Financial Strategies’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Axiom Financial Strategies’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 		$4.26M Buy
145,965
+1,176
+0.8% +$34.4K 1.5% 11
2025
Q4 		$4.24M Buy
144,789
+2,117
+1% +$62K 1.78% 14
2025
Q3 		$4.18M Buy
+142,672
New +$4.17M 1.8% 13

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Axiom Financial Strategies's SPTS Position: Q1 2026 in Review

Axiom Financial Strategies increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.81% in Q1 2026, buying an estimated $34.4K and bringing the position to 145,965 shares worth $4.26M. The position accounts for 1.5% of the portfolio, ranked #11.

Axiom Financial Strategies first reported a position in SPTS in Q3 2025 and has held it in 3 quarters since. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • Axiom Financial Strategies held 145,965 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $4.26M as of Q1 2026.
  • Axiom Financial Strategies bought 1,176 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $34.4K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 1.5% of Axiom Financial Strategies's portfolio in Q1 2026, its #11 holding.
  • Axiom Financial Strategies first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.