1620 Investment Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

1620 Investment Advisors’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	$6.42K	Hold	226	–	–	﹤0.01%	536
2026 Q1	$6.48K	Hold	226	–	–	﹤0.01%	509
2025 Q4	$6.52K	Hold	226	–	–	﹤0.01%	500
2025 Q3	$6.53K	Hold	226	–	–	﹤0.01%	495
2025 Q2	$6.5K	Hold	226	–	–	﹤0.01%	504
2025 Q1	$6.46K	Hold	226	–	–	﹤0.01%	490
2024 Q4	$6.3K	Hold	226	–	–	﹤0.01%	508
2024 Q3	$6.57K	Hold	226	–	–	﹤0.01%	502
2024 Q2	$6.33K	Buy	+226	New	+$6.29K	﹤0.01%	492

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

1620 Investment Advisors's SPTI Position: Q2 2026 in Review

1620 Investment Advisors held its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) position steady in Q2 2026 at 226 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

1620 Investment Advisors first reported a position in SPTI in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.57K in Q3 2024. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

1620 Investment Advisors held 226 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $6.42K as of Q2 2026.
1620 Investment Advisors left its State Street SPDR Portfolio Intermediate Term Treasury ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #536 holding.
1620 Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $6.57K in Q3 2024.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.