OneDigital Investment Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

OneDigital Investment 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	$3.91M	Sell	134,632 -148,892	-53%	-$4.32M	0.03%	356
2026 Q1	$8.27M	Buy	283,524 +226,164	+394%	+$6.61M	0.08%	196
2025 Q4	$1.68M	Sell	57,360 -263,765	-82%	-$7.73M	0.02%	508
2025 Q3	$9.42M	Buy	321,125 +271,186	+543%	+$7.93M	0.1%	177
2025 Q2	$1.46M	Sell	49,939 -6,270	-11%	-$183K	0.02%	523
2025 Q1	$1.64M	Sell	56,209 -15,899	-22%	-$462K	0.02%	451
2024 Q4	$2.09M	Buy	72,108 +9,006	+14%	+$262K	0.02%	409
2024 Q3	$1.86M	Sell	63,102 -8,168	-11%	-$238K	0.02%	457
2024 Q2	$2.06M	Buy	71,270 +5,903	+9%	+$170K	0.03%	417
2024 Q1	$1.89M	Sell	65,367 -531	-0.8%	-$15.4K	0.03%	352
2023 Q4	$1.91M	Sell	65,898 -12,796	-16%	-$369K	0.03%	322
2023 Q3	$2.26M	Sell	78,694 -2,140	-3%	-$61.5K	0.05%	260
2023 Q2	$2.33M	Buy	80,834 +1,771	+2%	+$51.5K	0.05%	249
2023 Q1	$2.31M	Buy	+79,063	New	+$2.29M	0.05%	250
2022 Q4	–	Sell	-81,489	Closed	-$2.35M	–	851
2022 Q3	$2.36M	Sell	81,489 -3,469	-4%	-$102K	0.09%	168
2022 Q2	$2.5M	Buy	+84,958	New	+$2.51M	0.11%	134
2022 Q1	–	Sell	-6,592	Closed	-$201K	–	840
2021 Q4	$201K	Sell	6,592 -598	-8%	-$18.2K	0.01%	733
2021 Q3	$220K	Buy	+7,190	New	+$220K	0.01%	660
2018 Q3	–	Sell	-5,024	Closed	-$149K	–	1211
2018 Q2	$149K	Hold	5,024	–	–	0.03%	272
2018 Q1	$149K	Buy	+5,024	New	+$149K	0.03%	274

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

OneDigital Investment Advisors's SPTS Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 53% in Q2 2026, selling an estimated $4.32M and leaving 134,632 shares worth $3.91M. The position accounts for 0.03% of the portfolio, ranked #356.

OneDigital Investment Advisors first reported a position in SPTS in Q1 2018 and has held it in 20 quarters since. The position peaked at $9.42M in Q3 2025. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

OneDigital Investment Advisors held 134,632 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $3.91M as of Q2 2026.
OneDigital Investment Advisors sold 148,892 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $4.32M.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.03% of OneDigital Investment Advisors's portfolio in Q2 2026, its #356 holding.
OneDigital Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2018 and has held it in 20 quarters since.
OneDigital Investment Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $9.42M in Q3 2025.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.