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

World 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 		$385K Sell
13,183
-470
-3% -$13.7K 0.01% 1089
2026
Q1 		$398K Buy
13,653
+1,554
+13% +$45.5K 0.01% 1100
2025
Q4 		$354K Buy
12,099
+4,412
+57% +$129K 0.01% 1102
2025
Q3 		$225K Sell
7,687
-547
-7% -$16K ﹤0.01% 1114
2025
Q2 		$241K Sell
8,234
-282
-3% -$8.23K 0.01% 1016
2025
Q1 		$249K Buy
8,516
+491
+6% +$14.3K 0.01% 933
2024
Q4 		$233K Sell
8,025
-504
-6% -$14.7K 0.01% 920
2024
Q3 		$251K Buy
8,529
+664
+8% +$19.4K 0.01% 799
2024
Q2 		$227K Buy
+7,865
New +$226K 0.01% 559

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

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

World Investment Advisors reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 3.4% in Q2 2026, selling an estimated $13.7K and leaving 13,183 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #1089.

World Investment Advisors first reported a position in SPTS in Q2 2024 and has held it in 9 quarters since. The position peaked at $398K in Q1 2026. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • World Investment Advisors held 13,183 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $385K as of Q2 2026.
  • World Investment Advisors sold 470 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $13.7K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1089 holding.
  • World Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
  • World Investment Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $398K in Q1 2026.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

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