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

Mayflower Financial 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	$524K	Hold	18,049	–	–	0.05%	279
2026 Q1	$527K	Hold	18,049	–	–	0.06%	255
2025 Q4	$528K	Hold	18,049	–	–	0.06%	243
2025 Q3	$529K	Hold	18,049	–	–	0.07%	245
2025 Q2	$529K	Hold	18,049	–	–	0.07%	235
2025 Q1	$528K	Hold	18,049	–	–	0.08%	218
2024 Q4	$524K	Hold	18,049	–	–	0.08%	219
2024 Q3	$531K	Hold	18,049	–	–	0.08%	209
2024 Q2	$521K	Hold	18,049	–	–	0.09%	204
2024 Q1	$522K	Hold	18,049	–	–	0.09%	205
2023 Q4	$524K	Buy	+18,049	New	+$520K	0.07%	197

Other funds holding SPTS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

Mayflower Financial Advisors's SPTS Position: Q2 2026 in Review

Mayflower Financial Advisors held its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) position steady in Q2 2026 at 18,049 shares worth $524K. The position accounts for 0.05% of the portfolio, ranked #279.

Mayflower Financial Advisors first reported a position in SPTS in Q4 2023 and has held it in 11 quarters since. The position peaked at $531K in Q3 2024. 199 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Mayflower Financial Advisors held 18,049 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $524K as of Q2 2026.
Mayflower Financial Advisors left its State Street SPDR Portfolio Short Term Treasury ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.05% of Mayflower Financial Advisors's portfolio in Q2 2026, its #279 holding.
Mayflower Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Mayflower Financial Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $531K in Q3 2024.
199 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.