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

Intrua Financial’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	$1.89M	Sell	64,989 -2,865	-4%	-$83.2K	0.17%	101
2026 Q1	$1.98M	Sell	67,854 -4,359	-6%	-$127K	0.2%	96
2025 Q4	$2.11M	Buy	72,213 +3,305	+5%	+$96.8K	0.22%	84
2025 Q3	$2.02M	Buy	+68,908	New	+$2.01M	0.22%	86
2021 Q3	–	Sell	-11,690	Closed	-$358K	–	376
2021 Q2	$358K	Sell	11,690 -650	-5%	-$19.9K	0.09%	205
2021 Q1	$378K	Buy	+12,340	New	+$379K	0.1%	196

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Intrua Financial's SPTS Position: Q2 2026 in Review

Intrua Financial reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 4.2% in Q2 2026, selling an estimated $83.2K and leaving 64,989 shares worth $1.89M. The position accounts for 0.17% of the portfolio, ranked #101.

Intrua Financial first reported a position in SPTS in Q1 2021 and has held it in 6 quarters since. The position peaked at $2.11M in Q4 2025. 182 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Intrua Financial held 64,989 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $1.89M as of Q2 2026.
Intrua Financial sold 2,865 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $83.2K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.17% of Intrua Financial's portfolio in Q2 2026, its #101 holding.
Intrua Financial first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2021 and has held it in 6 quarters since.
Intrua Financial's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $2.11M in Q4 2025.
182 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.