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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
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 $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return