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

Sequoia 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	–	Sell	-11,210	Closed	-$327K	–	2243
2026 Q1	$327K	Sell	11,210 -6,420	-36%	-$188K	﹤0.01%	1520
2025 Q4	$516K	Buy	+17,630	New	+$516K	﹤0.01%	1265
2021 Q3	–	Sell	-9,053	Closed	-$277K	–	422
2021 Q2	$277K	Sell	9,053 -4,404	-33%	-$135K	0.01%	393
2021 Q1	$413K	Sell	13,457 -858	-6%	-$26.3K	0.02%	282
2020 Q4	$440K	Buy	14,315 +6,308	+79%	+$194K	0.02%	265
2020 Q3	$246K	Sell	8,007 -18,073	-69%	-$555K	0.01%	333
2020 Q2	$801K	Buy	+26,080	New	+$801K	0.05%	175

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

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

Sequoia Financial Advisors sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2026, closing a stake of 11,210 shares — an estimated $327K sold.

Sequoia Financial Advisors first reported a position in SPTS in Q2 2020 and held it in 7 quarters. The position peaked at $801K in Q2 2020. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Sequoia Financial Advisors reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Sequoia Financial Advisors sold 11,210 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $327K.
Sequoia Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2020 and held it in 7 quarters.
Sequoia Financial Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $801K in Q2 2020.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.