Americana Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Americana Partners’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	$266K	Buy	9,372 +24	+0.3%	+$683	0.01%	515
2026 Q1	$268K	Sell	9,348 -4,704	-33%	-$136K	0.01%	441
2025 Q4	$405K	Sell	14,052 -110	-0.8%	-$3.18K	0.01%	360
2025 Q3	$409K	Buy	14,162 +342	+2%	+$9.83K	0.01%	335
2025 Q2	$398K	Sell	13,820 -129	-0.9%	-$3.67K	0.01%	335
2025 Q1	$399K	Buy	13,949 +875	+7%	+$24.6K	0.02%	287
2024 Q4	$365K	Sell	13,074 -2,142	-14%	-$60.5K	0.01%	312
2024 Q3	$442K	Buy	15,216 +1,322	+10%	+$38K	0.03%	260
2024 Q2	$389K	Sell	13,894 -16,835	-55%	-$468K	0.03%	257
2024 Q1	$866K	Buy	30,729 +14,062	+84%	+$397K	0.07%	188
2023 Q4	$476K	Buy	+16,667	New	+$463K	0.05%	209

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 22.9% 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

Americana Partners's SPTI Position: Q2 2026 in Review

Americana Partners increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 0.26% in Q2 2026, buying an estimated $683 and bringing the position to 9,372 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #515.

Americana Partners first reported a position in SPTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $866K in Q1 2024. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Americana Partners held 9,372 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $266K as of Q2 2026.
Americana Partners bought 24 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $683.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Americana Partners's portfolio in Q2 2026, its #515 holding.
Americana Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Americana Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $866K in Q1 2024.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.