Independent Advisor Alliance’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Independent Advisor Alliance’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	$2.8M	Buy	95,924 +47,306	+97%	+$1.38M	0.03%	462
2025 Q4	$1.42M	Buy	48,618 +30,662	+171%	+$898K	0.03%	375
2025 Q3	$526K	Buy	17,956 +863	+5%	+$25.2K	0.01%	607
2025 Q2	$501K	Buy	17,093 +4,920	+40%	+$144K	0.01%	589
2025 Q1	$356K	Sell	12,173 -56,854	-82%	-$1.65M	0.01%	611
2024 Q4	$2M	Buy	69,027 +58,796	+575%	+$1.71M	0.03%	514
2024 Q3	$301K	Hold	10,231	–	–	0.01%	563
2024 Q2	$295K	Buy	10,231 +2,920	+40%	+$84K	0.01%	576
2024 Q1	$211K	Buy	+7,311	New	+$212K	0.01%	649

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independent Advisor Alliance's SPTS Position: Q1 2026 in Review

Independent Advisor Alliance increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 97% in Q1 2026, buying an estimated $1.38M and bringing the position to 95,924 shares worth $2.8M. The position accounts for 0.03% of the portfolio, ranked #462.

Independent Advisor Alliance first reported a position in SPTS in Q1 2024 and has held it in 9 quarters since. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

Independent Advisor Alliance held 95,924 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $2.8M as of Q1 2026.
Independent Advisor Alliance bought 47,306 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $1.38M.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #462 holding.
Independent Advisor Alliance first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.