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Kingsview Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Kingsview Wealth Management’s Portfolio SPTI Stock Details SPTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$95.8M Sell
3,373,475
-38,049
-1% -$1.08M 1.16% 15
2026
Q1 		$97.8M Buy
3,411,524
+52,880
+2% +$1.52M 1.33% 11
2025
Q4 		$96.9M Buy
3,358,644
+342,131
+11% +$9.9M 1.4% 11
2025
Q3 		$87.2M Buy
3,016,513
+266,485
+10% +$7.66M 1.33% 12
2025
Q2 		$79.1M Buy
2,750,028
+28,946
+1% +$824K 1.34% 13
2025
Q1 		$77.8M Sell
2,721,082
-160,427
-6% -$4.51M 1.47% 13
2024
Q4 		$80.3M Buy
2,881,509
+2,718,481
+1,667% +$76.8M 1.56% 11
2024
Q3 		$4.74M Sell
163,028
-162,583
-50% -$4.67M 0.1% 205
2024
Q2 		$9.12M Buy
325,611
+17,173
+6% +$478K 0.22% 91
2024
Q1 		$8.69M Buy
308,438
+12,262
+4% +$346K 0.22% 103
2023
Q4 		$8.46M Buy
296,176
+18,017
+6% +$500K 0.25% 93
2023
Q3 		$7.66M Buy
278,159
+82,472
+42% +$2.3M 0.28% 82
2023
Q2 		$5.54M Buy
195,687
+8,339
+4% +$240K 0.22% 100
2023
Q1 		$5.42M Buy
187,348
+379
+0.2% +$10.8K 0.23% 96
2022
Q4 		$5.28M Buy
186,969
+2,498
+1% +$70.5K 0.23% 108
2022
Q3 		$5.19M Buy
184,471
+843
+0.5% +$24.7K 0.25% 95
2022
Q2 		$5.41M Buy
183,628
+10,842
+6% +$320K 0.26% 97
2022
Q1 		$5.23M Buy
172,786
+9,653
+6% +$301K 0.23% 102
2021
Q4 		$5.23M Buy
163,133
+10,396
+7% +$334K 0.22% 103
2021
Q3 		$4.93M Buy
152,737
+91,143
+148% +$2.97M 0.23% 96
2021
Q2 		$1.99M Buy
61,594
+15,371
+33% +$497K 0.1% 224
2021
Q1 		$1.49M Buy
46,223
+17,598
+61% +$574K 0.08% 246
2020
Q4 		$946K Buy
28,625
+12,104
+73% +$400K 0.07% 294
2020
Q3 		$549K Buy
16,521
+5,965
+57% +$198K 0.05% 349
2020
Q2 		$351K Buy
10,556
+451
+4% +$14.9K 0.04% 411
2020
Q1 		$335K Buy
+10,105
New +$322K 0.05% 327

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kingsview Wealth Management's SPTI Position: Q2 2026 in Review

Kingsview Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 1.1% in Q2 2026, selling an estimated $1.08M and leaving 3,373,475 shares worth $95.8M. The position accounts for 1.16% of the portfolio, ranked #15.

Kingsview Wealth Management first reported a position in SPTI in Q1 2020 and has held it in 26 quarters since. The position peaked at $97.8M in Q1 2026. 408 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Kingsview Wealth Management held 3,373,475 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $95.8M as of Q2 2026.
  • Kingsview Wealth Management sold 38,049 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $1.08M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 1.16% of Kingsview Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Kingsview Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2020 and has held it in 26 quarters since.
  • Kingsview Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $97.8M in Q1 2026.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.