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 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 $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

Americana Partners's SPTI Position: Q1 2026 in Review

Americana Partners reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 33% in Q1 2026, selling an estimated $136K and leaving 9,348 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #441.

Americana Partners first reported a position in SPTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $866K in Q1 2024. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

Americana Partners held 9,348 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $268K as of Q1 2026.
Americana Partners sold 4,704 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $136K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Americana Partners's portfolio in Q1 2026, its #441 holding.
Americana Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Americana Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $866K in Q1 2024.
403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Americana Partners's 13F filing for Q1 2026, filed 12 May 2026.