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 Q2	$2.12K	Buy	73 +1	+1%	+$29	﹤0.01%	968
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 $9.05B AUM 13.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

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 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 New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Medallion Wealth Advisors's SPTS Position: Q2 2026 in Review

Medallion Wealth Advisors increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 1.4% in Q2 2026, buying an estimated $29 and bringing the position to 73 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Medallion Wealth Advisors first reported a position in SPTS in Q4 2024 and has held it in 7 quarters since. 411 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Medallion Wealth Advisors held 73 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $2.12K as of Q2 2026.
Medallion Wealth Advisors bought 1 State Street SPDR Portfolio Short Term Treasury ETF share in Q2 2026, an estimated $29.
State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #968 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 7 quarters since.
411 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.