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

Foundations 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 		$7.77M Buy
267,736
+39,491
+17% +$1.15M 0.08% 198
2026
Q1 		$6.66M Buy
228,245
+51,948
+29% +$1.52M 0.08% 189
2025
Q4 		$5.16M Buy
176,297
+78,375
+80% +$2.3M 0.07% 220
2025
Q3 		$2.87M Sell
97,922
-77,502
-44% -$2.27M 0.04% 278
2025
Q2 		$5.14M Buy
175,424
+80,936
+86% +$2.36M 0.08% 193
2025
Q1 		$2.76M Buy
94,488
+22,903
+32% +$666K 0.05% 257
2024
Q4 		$2.08M Buy
71,585
+5,941
+9% +$173K 0.04% 282
2024
Q3 		$1.93M Buy
65,644
+27,741
+73% +$809K 0.04% 276
2024
Q2 		$1.09M Buy
37,903
+16,084
+74% +$463K 0.03% 322
2024
Q1 		$631K Sell
21,819
-554
-2% -$16K 0.02% 420
2023
Q4 		$651K Sell
22,373
-9,309
-29% -$268K 0.02% 381
2023
Q3 		$910K Buy
31,682
+3,478
+12% +$100K 0.03% 295
2023
Q2 		$812K Buy
28,204
+15,696
+125% +$456K 0.03% 288
2023
Q1 		$366K Buy
+12,508
New +$363K 0.01% 368

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

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

Foundations Investment Advisors increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 17% in Q2 2026, buying an estimated $1.15M and bringing the position to 267,736 shares worth $7.77M. The position accounts for 0.08% of the portfolio, ranked #198.

Foundations Investment Advisors first reported a position in SPTS in Q1 2023 and has held it in 14 quarters since. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Foundations Investment Advisors held 267,736 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $7.77M as of Q2 2026.
  • Foundations Investment Advisors bought 39,491 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $1.15M.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.08% of Foundations Investment Advisors's portfolio in Q2 2026, its #198 holding.
  • Foundations Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.