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

Ameritas Advisory Services’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	$555K	Buy	19,349 +351	+2%	+$10.1K	0.02%	545
2025 Q4	$548K	Buy	+18,998	New	+$550K	0.02%	532
2023 Q2	–	Sell	-4,487	Closed	-$130K	–	2256
2023 Q1	$130K	Buy	+4,487	New	+$128K	0.01%	908

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

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

Ameritas Advisory Services increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 1.8% in Q1 2026, buying an estimated $10.1K and bringing the position to 19,349 shares worth $555K. The position accounts for 0.02% of the portfolio, ranked #545.

Ameritas Advisory Services first reported a position in SPTI in Q1 2023 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

Ameritas Advisory Services held 19,349 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $555K as of Q1 2026.
Ameritas Advisory Services bought 351 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $10.1K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.02% of Ameritas Advisory Services's portfolio in Q1 2026, its #545 holding.
Ameritas Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2023 and has held it in 3 quarters since.
403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.