Maia Wealth’s State Street SPDR Portfolio Short Term Treasury Index ETF SPTS Stock Holding History

Maia Wealth’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 Q3	$925K	Buy	32,255 +725	+2%	+$20.9K	0.13%	158
2026 Q2	$915K	Buy	31,530 +7,863	+33%	+$228K	0.13%	163
2026 Q1	$691K	Sell	23,667 -8,331	-26%	-$244K	0.12%	181
2025 Q4	$938K	Buy	31,998 +2,038	+7%	+$59.7K	0.16%	144
2025 Q3	$877K	Buy	29,960 +3,443	+13%	+$101K	0.15%	158
2025 Q2	$777K	Sell	26,517 -406	-2%	-$11.8K	0.15%	153
2025 Q1	$786K	Buy	26,923 +5,390	+25%	+$157K	0.18%	127
2024 Q4	$626K	Buy	21,533 +6,460	+43%	+$188K	0.13%	146
2024 Q3	$440K	Buy	15,073 +5,811	+63%	+$170K	0.11%	157
2024 Q2	$268K	Buy	+9,262	New	+$267K	0.08%	176

Other funds holding SPTS

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Maia Wealth's SPTS Position: Q3 2026 in Review

Maia Wealth increased its State Street SPDR Portfolio Short Term Treasury Index ETF (SPTS) stake by 2.3% in Q3 2026, buying an estimated $20.9K and bringing the position to 32,255 shares worth $925K. The position accounts for 0.13% of the portfolio, ranked #158.

Maia Wealth first reported a position in SPTS in Q2 2024 and has held it in 10 quarters since. The position peaked at $938K in Q4 2025. 345 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

Maia Wealth held 32,255 shares of State Street SPDR Portfolio Short Term Treasury Index ETF worth $925K as of Q3 2026.
Maia Wealth bought 725 State Street SPDR Portfolio Short Term Treasury Index ETF shares in Q3 2026, an estimated $20.9K.
State Street SPDR Portfolio Short Term Treasury Index ETF made up 0.13% of Maia Wealth's portfolio in Q3 2026, its #158 holding.
Maia Wealth first reported a position in State Street SPDR Portfolio Short Term Treasury Index ETF in Q2 2024 and has held it in 10 quarters since.
Maia Wealth's State Street SPDR Portfolio Short Term Treasury Index ETF position peaked at $938K in Q4 2025.
345 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury Index ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.