Ancora Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Ancora Advisors’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	–	Sell	-149	Closed	-$4.3K	–	2536
2025 Q4	$4.3K	Hold	149	–	–	﹤0.01%	1999
2025 Q3	$4.31K	Hold	149	–	–	﹤0.01%	1528
2025 Q2	$4.29K	Hold	149	–	–	﹤0.01%	1517
2025 Q1	$4.26K	Sell	149 -711	-83%	-$20K	﹤0.01%	1447
2024 Q4	$24K	Buy	860 +711	+477%	+$20.1K	﹤0.01%	1177
2024 Q3	$4.33K	Hold	149	–	–	﹤0.01%	1466
2024 Q2	$4.17K	Hold	149	–	–	﹤0.01%	1471
2024 Q1	$4.2K	Hold	149	–	–	﹤0.01%	1469
2023 Q4	$4.25K	Hold	149	–	–	﹤0.01%	1412
2023 Q3	$4.1K	Hold	149	–	–	﹤0.01%	1414
2023 Q2	$4.21K	Hold	149	–	–	﹤0.01%	1403
2023 Q1	$4.31K	Hold	149	–	–	﹤0.01%	1421
2022 Q4	$4K	Hold	149	–	–	﹤0.01%	1513
2022 Q3	$4K	Hold	149	–	–	﹤0.01%	1695
2022 Q2	$4K	Buy	+149	New	+$4.4K	﹤0.01%	1813

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ancora Advisors's SPTI Position: Q1 2026 in Review

Ancora Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2026, closing a stake of 149 shares — an estimated $4.3K sold.

Ancora Advisors first reported a position in SPTI in Q2 2022 and held it in 15 quarters. The position peaked at $24K in Q4 2024. 404 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

Ancora Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Ancora Advisors sold 149 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $4.3K.
Ancora Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2022 and held it in 15 quarters.
Ancora Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $24K in Q4 2024.
404 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.