Maia Wealth’s State Street SPDR Portfolio Short Term Treasury 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 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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 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

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

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

Maia Wealth's SPTS Position: Q2 2026 in Review

Maia Wealth increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 33% in Q2 2026, buying an estimated $228K and bringing the position to 31,530 shares worth $915K. The position accounts for 0.13% of the portfolio, ranked #163.

Maia Wealth first reported a position in SPTS in Q2 2024 and has held it in 9 quarters since. The position peaked at $938K in Q4 2025. 150 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Maia Wealth held 31,530 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $915K as of Q2 2026.
Maia Wealth bought 7,863 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $228K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.13% of Maia Wealth's portfolio in Q2 2026, its #163 holding.
Maia Wealth first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Maia Wealth's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $938K in Q4 2025.
150 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.