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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
Q2 		$4.31M Buy
148,616
+2,651
+2% +$77K 1.35% 11
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 $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

Axiom Financial Strategies's SPTS Position: Q2 2026 in Review

Axiom Financial Strategies increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 1.8% in Q2 2026, buying an estimated $77K and bringing the position to 148,616 shares worth $4.31M. The position accounts for 1.35% of the portfolio, ranked #11.

Axiom Financial Strategies first reported a position in SPTS in Q3 2025 and has held it in 4 quarters since. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Axiom Financial Strategies held 148,616 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $4.31M as of Q2 2026.
  • Axiom Financial Strategies bought 2,651 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $77K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 1.35% of Axiom Financial Strategies's portfolio in Q2 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 4 quarters since.
  • 410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Axiom Financial Strategies's 13F filing for Q2 2026, filed 6 Aug 2026.