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Annis Gardner Whiting Capital Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Annis Gardner Whiting Capital 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
Q2 		– Sell
-2,494
Closed -$71.5K – 1118
2026
Q1 		$71.5K Hold
2,494
– – 0.01% 511
2025
Q4 		$71.9K Buy
2,494
+259
+12% +$7.5K 0.01% 463
2025
Q3 		$64.6K Hold
2,235
– – 0.01% 453
2025
Q2 		$64.3K Sell
2,235
-126
-5% -$3.59K 0.02% 376
2025
Q1 		$67.5K Hold
2,361
– – 0.03% 318
2024
Q4 		$65.8K Sell
2,361
-66
-3% -$1.87K 0.02% 321
2024
Q3 		$70.5K Buy
2,427
+664
+38% +$19.1K 0.02% 330
2024
Q2 		$49.4K Hold
1,763
– – 0.01% 400
2024
Q1 		$49.7K Hold
1,763
– – 0.02% 382
2023
Q4 		$50.4K Buy
1,763
+54
+3% +$1.5K 0.02% 304
2023
Q3 		$47K Buy
+1,709
New +$47.8K 0.03% 292

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
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
GI
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SPTI Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026, closing a stake of 2,494 shares — an estimated $71.5K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SPTI in Q3 2023 and held it in 11 quarters. The position peaked at $71.9K in Q4 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 2,494 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $71.5K.
  • Annis Gardner Whiting Capital Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $71.9K in Q4 2025.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.