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Principia Wealth Advisory’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Principia Wealth Advisory’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 		$7.46K Sell
257
-411,634
-100% -$12M ﹤0.01% 289
2026
Q1 		$12M Buy
+411,891
New +$12M 6.81% 4
2025
Q2 		– Sell
-324,297
Closed -$9.46M – 1004
2025
Q1 		$9.46M Buy
324,297
+323,348
+34,072% +$9.4M 9.06% 2
2024
Q4 		$27.5K Buy
+949
New +$27.6K 0.03% 103

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
LPL Financial
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
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Principia Wealth Advisory's SPTS Position: Q2 2026 in Review

Principia Wealth Advisory reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 100% in Q2 2026, selling an estimated $12M and leaving 257 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Principia Wealth Advisory first reported a position in SPTS in Q4 2024 and has held it in 4 quarters since. The position peaked at $12M in Q1 2026. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Principia Wealth Advisory held 257 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $7.46K as of Q2 2026.
  • Principia Wealth Advisory sold 411,634 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $12M.
  • State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #289 holding.
  • Principia Wealth Advisory first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2024 and has held it in 4 quarters since.
  • Principia Wealth Advisory's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $12M in Q1 2026.
  • 410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.