Advisory Services Network’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Advisory Services Network’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 Q1	$229K	Buy	7,996 +34	+0.4%	+$980	﹤0.01%	1740
2025 Q4	$230K	Hold	7,962	–	–	﹤0.01%	1630
2025 Q3	$230K	Hold	7,962	–	–	﹤0.01%	1610
2025 Q2	$227K	Sell	7,962 -288	-3%	-$8.2K	﹤0.01%	1578
2025 Q1	$236K	Sell	8,250 -1,661	-17%	-$46.7K	﹤0.01%	1434
2024 Q4	$276K	Sell	9,911 -74,953	-88%	-$2.12M	0.01%	1334
2024 Q3	$2.38M	Hold	84,864	–	–	0.05%	416
2024 Q2	$2.38M	Buy	84,864 +3,991	+5%	+$111K	0.05%	416
2024 Q1	$2.28M	Sell	80,873 -9,304	-10%	-$263K	0.05%	410
2023 Q4	$2.58M	Buy	90,177 +35,885	+66%	+$996K	0.06%	357
2023 Q3	$1.49M	Buy	54,292 +15,745	+41%	+$440K	0.04%	511
2023 Q2	$1.09M	Buy	38,547 +16,739	+77%	+$482K	0.03%	593
2023 Q1	$631K	Buy	21,808 +12,595	+137%	+$360K	0.02%	804
2022 Q4	$260K	Buy	+9,213	New	+$260K	0.01%	1148
2021 Q3	–	Sell	-822	Closed	-$27K	–	2989
2021 Q2	$27K	Buy	+822	New	+$26.6K	﹤0.01%	2346
2021 Q1	–	Sell	-744	Closed	-$25K	–	2728
2020 Q4	$25K	Hold	744	–	–	﹤0.01%	2044
2020 Q3	$25K	Buy	+744	New	+$24.7K	﹤0.01%	1975
2020 Q2	–	Sell	-744	Closed	-$25K	–	2513
2020 Q1	$25K	Hold	744	–	–	﹤0.01%	1746
2019 Q4	$23K	Buy	744 +372	+100%	+$11.6K	﹤0.01%	1954
2019 Q3	$23K	Sell	372 -372	-50%	-$11.6K	﹤0.01%	1759
2019 Q2	$23K	Hold	744	–	–	﹤0.01%	1757
2019 Q1	$22K	Sell	744 -142	-16%	-$4.23K	﹤0.01%	1576
2018 Q4	$26K	Buy	886 +142	+19%	+$4.14K	﹤0.01%	1392
2018 Q3	$22K	Hold	744	–	–	﹤0.01%	1541
2018 Q2	$22K	Hold	744	–	–	﹤0.01%	1521
2018 Q1	$22K	Hold	744	–	–	﹤0.01%	1625
2017 Q4	$22K	Buy	744 +272	+58%	+$8.12K	﹤0.01%	1594
2017 Q3	$14K	Buy	+472	New	+$14.2K	﹤0.01%	1505
2017 Q2	–	Sell	-218	Closed	-$7K	–	2372
2017 Q1	$7K	Buy	+218	New	+$6.51K	﹤0.01%	1609
2016 Q3	$238K	Buy	7,772 +5,426	+231%	+$166K	0.04%	459
2016 Q2	$72K	Buy	+2,346	New	+$71.6K	0.02%	689
2016 Q1	–	Sell	-1,044	Closed	-$31K	–	1770
2015 Q4	$31K	Buy	+1,044	New	+$31.4K	0.01%	705

Other funds holding SPTI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advisory Services Network's SPTI Position: Q1 2026 in Review

Advisory Services Network increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 0.43% in Q1 2026, buying an estimated $980 and bringing the position to 7,996 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Advisory Services Network first reported a position in SPTI in Q4 2015 and has held it in 32 quarters since. The position peaked at $2.58M in Q4 2023. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

Advisory Services Network held 7,996 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $229K as of Q1 2026.
Advisory Services Network bought 34 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $980.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1740 holding.
Advisory Services Network first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2015 and has held it in 32 quarters since.
Advisory Services Network's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $2.58M in Q4 2023.
403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.