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 Q2	$777K	Buy	26,787 +7,852	+41%	+$228K	0.05%	259
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 $9.05B AUM 13.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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

Keystone Financial Group (Kentucky)'s SPTS Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 41% in Q2 2026, buying an estimated $228K and bringing the position to 26,787 shares worth $777K. The position accounts for 0.05% of the portfolio, ranked #259.

Keystone Financial Group (Kentucky) first reported a position in SPTS in Q2 2023 and has held it in 9 quarters since. 412 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Keystone Financial Group (Kentucky) held 26,787 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $777K as of Q2 2026.
Keystone Financial Group (Kentucky) bought 7,852 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $228K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.05% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #259 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 9 quarters since.
412 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.