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

Apriem 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 		$258K Sell
9,014
-428,867
-98% -$12.4M 0.02% 160
2025
Q4 		$12.6M Sell
437,881
-3,559
-0.8% -$103K 1.16% 20
2025
Q3 		$12.8M Sell
441,440
-1,704
-0.4% -$49K 1.21% 20
2025
Q2 		$12.7M Buy
443,144
+2,728
+0.6% +$77.7K 1.36% 18
2025
Q1 		$12.6M Buy
440,416
+11,120
+3% +$313K 1.47% 17
2024
Q4 		$12M Sell
429,296
-10,016
-2% -$283K 1.37% 22
2024
Q3 		$12.8M Buy
+439,312
New +$12.6M 1.49% 22

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
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
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Apriem Advisors's SPTI Position: Q1 2026 in Review

Apriem Advisors reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 98% in Q1 2026, selling an estimated $12.4M and leaving 9,014 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #160.

Apriem Advisors first reported a position in SPTI in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.8M in Q3 2024. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Apriem Advisors held 9,014 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $258K as of Q1 2026.
  • Apriem Advisors sold 428,867 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $12.4M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.02% of Apriem Advisors's portfolio in Q1 2026, its #160 holding.
  • Apriem Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2024 and has held it in 7 quarters since.
  • Apriem Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $12.8M in Q3 2024.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

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