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Kingsview Wealth Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Kingsview Wealth Management’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 		$9.32M Sell
319,564
-19,989
-6% -$585K 0.13% 140
2025
Q4 		$9.94M Buy
339,553
+78,663
+30% +$2.3M 0.14% 129
2025
Q3 		$7.65M Buy
260,890
+4,365
+2% +$128K 0.12% 182
2025
Q2 		$7.51M Sell
256,525
-2,129
-0.8% -$62.1K 0.13% 172
2025
Q1 		$7.56M Sell
258,654
-3,642
-1% -$106K 0.14% 157
2024
Q4 		$7.61M Sell
262,296
-5,153
-2% -$150K 0.15% 155
2024
Q3 		$7.87M Buy
+267,449
New +$7.8M 0.17% 135
2023
Q1 		– Sell
-9,456
Closed -$273K – 942
2022
Q4 		$273K Buy
+9,456
New +$273K 0.01% 695
2021
Q3 		– Sell
-8,755
Closed -$268K – 1006
2021
Q2 		$268K Sell
8,755
-2,835
-24% -$86.9K 0.01% 732
2021
Q1 		$355K Sell
11,590
-32,027
-73% -$982K 0.02% 593
2020
Q4 		$1.34M Buy
43,617
+27,567
+172% +$846K 0.1% 216
2020
Q3 		$493K Buy
16,050
+1,009
+7% +$31K 0.04% 365
2020
Q2 		$462K Sell
15,041
-1,167
-7% -$35.8K 0.05% 345
2020
Q1 		$498K Sell
16,208
-350
-2% -$10.6K 0.07% 267
2019
Q4 		$496K Buy
16,558
+7,168
+76% +$215K 0.06% 284
2019
Q3 		$282K Sell
9,390
-40
-0.4% -$1.2K 0.04% 348
2019
Q2 		$283K Sell
9,430
-900
-9% -$26.8K 0.05% 333
2019
Q1 		$307K Buy
+10,330
New +$306K 0.05% 352

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 $377B 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 $70.8B 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 $530B AUM 22.01% 1-Year Est. Return

Kingsview Wealth Management's SPTS Position: Q1 2026 in Review

Kingsview Wealth Management reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 5.9% in Q1 2026, selling an estimated $585K and leaving 319,564 shares worth $9.32M. The position accounts for 0.13% of the portfolio, ranked #140.

Kingsview Wealth Management first reported a position in SPTS in Q1 2019 and has held it in 18 quarters since. The position peaked at $9.94M in Q4 2025. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • Kingsview Wealth Management held 319,564 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $9.32M as of Q1 2026.
  • Kingsview Wealth Management sold 19,989 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $585K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.13% of Kingsview Wealth Management's portfolio in Q1 2026, its #140 holding.
  • Kingsview Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2019 and has held it in 18 quarters since.
  • Kingsview Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $9.94M in Q4 2025.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.