Advisor Resource Council’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Advisor Resource Council’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	$265K	Sell	9,377 -1,213	-11%	-$34.5K	0.07%	219
2026 Q1	$304K	Buy	10,590 +788	+8%	+$22.7K	0.1%	177
2025 Q4	$281K	Buy	+9,802	New	+$284K	0.1%	195
2025 Q3	–	Sell	-28,854	Closed	-$830K	–	164
2025 Q2	$830K	Sell	28,854 -129,123	-82%	-$3.68M	0.32%	52
2025 Q1	$3.69M	Buy	+157,977	New	+$4.45M	0.3%	88
2024 Q2	–	Sell	-23,600	Closed	-$674K	–	202
2024 Q1	$674K	Sell	23,600 -264,453	-92%	-$7.47M	0.28%	87
2023 Q4	$8.23M	Buy	288,053 +273,635	+1,898%	+$7.59M	0.96%	20
2023 Q3	$397K	Sell	14,418 -5,079	-26%	-$142K	0.2%	89
2023 Q2	$552K	Sell	19,497 -38,996	-67%	-$1.12M	0.25%	66
2023 Q1	$1.7M	Buy	+58,493	New	+$1.67M	0.43%	53
2022 Q4	–	Sell	-10,327	Closed	-$290K	–	179
2022 Q3	$290K	Sell	10,327 -227,230	-96%	-$6.65M	0.2%	114
2022 Q2	$7M	Buy	237,557 +172,935	+268%	+$5.11M	0.65%	37
2022 Q1	$1.96M	Sell	64,622 -104,086	-62%	-$3.24M	0.59%	46
2021 Q4	$5.41M	Buy	168,708 +126,119	+296%	+$4.05M	0.42%	45
2021 Q3	$1.38M	Sell	42,589 -83,535	-66%	-$2.72M	0.42%	65
2021 Q2	$4.08M	Buy	+126,124	New	+$4.08M	0.43%	50

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

Advisor Resource Council's SPTI Position: Q2 2026 in Review

Advisor Resource Council reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 11% in Q2 2026, selling an estimated $34.5K and leaving 9,377 shares worth $265K. The position accounts for 0.07% of the portfolio, ranked #219.

Advisor Resource Council first reported a position in SPTI in Q2 2021 and has held it in 16 quarters since. The position peaked at $8.23M in Q4 2023. 408 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Advisor Resource Council held 9,377 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $265K as of Q2 2026.
Advisor Resource Council sold 1,213 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $34.5K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.07% of Advisor Resource Council's portfolio in Q2 2026, its #219 holding.
Advisor Resource Council first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2021 and has held it in 16 quarters since.
Advisor Resource Council's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $8.23M in Q4 2023.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.