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

Medallion Wealth 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
Q1 		$2.11K Hold
72
– – ﹤0.01% 992
2025
Q4 		$2.1K Buy
72
+1
+1% +$29 ﹤0.01% 984
2025
Q3 		$2.08K Buy
71
+1
+1% +$29 ﹤0.01% 972
2025
Q2 		$2.05K Hold
70
– – ﹤0.01% 953
2025
Q1 		$2.03K Buy
70
+1
+1% +$29 ﹤0.01% 917
2024
Q4 		$2K Buy
+69
New +$2.01K ﹤0.01% 855

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Medallion Wealth Advisors's SPTS Position: Q1 2026 in Review

Medallion Wealth Advisors held its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) position steady in Q1 2026 at 72 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Medallion Wealth Advisors first reported a position in SPTS in Q4 2024 and has held it in 6 quarters since. 421 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • Medallion Wealth Advisors held 72 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $2.11K as of Q1 2026.
  • Medallion Wealth Advisors left its State Street SPDR Portfolio Short Term Treasury ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #992 holding.
  • Medallion Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • 421 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.