Keystone Financial Group (Kentucky)’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Keystone Financial Group (Kentucky)’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	$553K	Buy	18,935 +100	+0.5%	+$2.92K	0.04%	283
2025 Q4	$551K	Buy	18,835 +2,501	+15%	+$73.3K	0.04%	242
2025 Q3	$479K	Buy	16,334 +1,201	+8%	+$35.1K	0.04%	242
2025 Q2	$443K	Sell	15,133 -49	-0.3%	-$1.43K	0.04%	245
2025 Q1	$444K	Buy	15,182 +1,401	+10%	+$40.7K	0.05%	229
2024 Q4	$400K	Buy	13,781 +2,301	+20%	+$66.9K	0.04%	250
2024 Q3	$338K	Buy	+11,480	New	+$335K	0.04%	261
2023 Q3	–	Sell	-9,062	Closed	-$261K	–	316
2023 Q2	$261K	Buy	+9,062	New	+$263K	0.04%	238

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SPTS Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.53% in Q1 2026, buying an estimated $2.92K and bringing the position to 18,935 shares worth $553K. The position accounts for 0.04% of the portfolio, ranked #283.

Keystone Financial Group (Kentucky) first reported a position in SPTS in Q2 2023 and has held it in 8 quarters since. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

Keystone Financial Group (Kentucky) held 18,935 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $553K as of Q1 2026.
Keystone Financial Group (Kentucky) bought 100 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $2.92K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.04% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #283 holding.
Keystone Financial Group (Kentucky) first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2023 and has held it in 8 quarters since.
420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.