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

Lido 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 		– Sell
-6,883
Closed -$201K – 2262
2026
Q1 		$201K Sell
6,883
-1,159
-14% -$33.9K ﹤0.01% 1779
2025
Q4 		$236K Buy
+8,042
New +$236K ﹤0.01% 1692
2025
Q2 		– Sell
-10,928
Closed -$320K – 1747
2025
Q1 		$320K Buy
10,928
+3,556
+48% +$103K ﹤0.01% 1189
2024
Q4 		$214K Sell
7,372
-3,727
-34% -$108K ﹤0.01% 1357
2024
Q3 		$326K Sell
11,099
-274
-2% -$7.99K ﹤0.01% 1125
2024
Q2 		$328K Buy
11,373
+556
+5% +$16K ﹤0.01% 1074
2024
Q1 		$313K Sell
10,817
-1,649
-13% -$47.8K ﹤0.01% 1075
2023
Q4 		$362K Sell
12,466
-10,855
-47% -$313K ﹤0.01% 962
2023
Q3 		$670K Sell
23,321
-4,850
-17% -$139K 0.01% 662
2023
Q2 		$811K Buy
28,171
+9
+0% +$262 0.01% 593
2023
Q1 		$823K Sell
28,162
-1,423
-5% -$41.3K 0.01% 532
2022
Q4 		$855K Sell
29,585
-6,582
-18% -$190K 0.01% 442
2022
Q3 		$1.04M Sell
36,167
-19,162
-35% -$561K 0.01% 358
2022
Q2 		$1.63M Sell
55,329
-3,887
-7% -$115K 0.02% 258
2022
Q1 		$1.75M Sell
59,216
-12,812
-18% -$385K 0.02% 280
2021
Q4 		$2.19M Sell
72,028
-13,973
-16% -$426K 0.02% 256
2021
Q3 		$2.63M Sell
86,001
-65,754
-43% -$2.02M 0.04% 232
2021
Q2 		$4.65M Sell
151,755
-24,140
-14% -$740K 0.06% 160
2021
Q1 		$5.39M Sell
175,895
-31,253
-15% -$959K 0.09% 128
2020
Q4 		$6.36M Sell
207,148
-14,696
-7% -$451K 0.13% 101
2020
Q3 		$6.81M Sell
221,844
-22,456
-9% -$690K 0.17% 72
2020
Q2 		$7.5M Buy
+244,300
New +$7.5M 0.23% 50

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

Lido Advisors's SPTS Position: Q2 2026 in Review

Lido Advisors sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2026, closing a stake of 6,883 shares — an estimated $201K sold.

Lido Advisors first reported a position in SPTS in Q2 2020 and held it in 22 quarters. The position peaked at $7.5M in Q2 2020. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Lido Advisors reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 6,883 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $201K.
  • Lido Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2020 and held it in 22 quarters.
  • Lido Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $7.5M in Q2 2020.
  • 410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.