MKA
SPTS icon

M. Kulyk & Associates’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

M. Kulyk & Associates’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 		$456K Buy
15,629
+1,458
+10% +$42.6K 0.09% 76
2025
Q4 		$415K Buy
+14,171
New +$415K 0.08% 73
2025
Q3 		– Sell
-7,928
Closed -$232K – 114
2025
Q2 		$232K Buy
+7,928
New +$231K 0.05% 97
2024
Q4 		– Sell
-9,601
Closed -$282K – 117
2024
Q3 		$282K Hold
9,601
– – 0.06% 93
2024
Q2 		$277K Hold
9,601
– – 0.06% 89
2024
Q1 		$278K Buy
+9,601
New +$278K 0.06% 91
2023
Q3 		– Sell
-10,544
Closed -$304K – 104
2023
Q2 		$304K Sell
10,544
-2,171
-17% -$63.1K 0.08% 85
2023
Q1 		$372K Buy
12,715
+506
+4% +$14.7K 0.11% 76
2022
Q4 		$353K Sell
12,209
-2,782
-19% -$80.4K 0.12% 74
2022
Q3 		$433K Sell
14,991
-1,311,020
-99% -$38.4M 0.15% 71
2022
Q2 		$39.1M Sell
1,326,011
-785,710
-37% -$23.2M 12.15% 1
2022
Q1 		$62.6M Buy
2,111,721
+164,124
+8% +$4.94M 17.1% 1
2021
Q4 		$59.3M Buy
1,947,597
+170,461
+10% +$5.2M 15.33% 1
2021
Q3 		$54.4M Buy
1,777,136
+52,145
+3% +$1.6M 17.42% 1
2021
Q2 		$52.9M Buy
1,724,991
+37,188
+2% +$1.14M 19.1% 1
2021
Q1 		$51.7M Buy
1,687,803
+196,946
+13% +$6.04M 19.32% 1
2020
Q4 		$45.8M Buy
+1,490,857
New +$45.7M 25.4% 1

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

M. Kulyk & Associates's SPTS Position: Q1 2026 in Review

M. Kulyk & Associates increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 10% in Q1 2026, buying an estimated $42.6K and bringing the position to 15,629 shares worth $456K. The position accounts for 0.09% of the portfolio, ranked #76.

M. Kulyk & Associates first reported a position in SPTS in Q4 2020 and has held it in 17 quarters since. The position peaked at $62.6M in Q1 2022. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • M. Kulyk & Associates held 15,629 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $456K as of Q1 2026.
  • M. Kulyk & Associates bought 1,458 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $42.6K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.09% of M. Kulyk & Associates's portfolio in Q1 2026, its #76 holding.
  • M. Kulyk & Associates first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2020 and has held it in 17 quarters since.
  • M. Kulyk & Associates's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $62.6M in Q1 2022.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.