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 Q2	–	Sell	-9,014	Closed	-$258K	–	197
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 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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

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

Apriem Advisors's SPTI Position: Q2 2026 in Review

Apriem Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026, closing a stake of 9,014 shares — an estimated $258K sold.

Apriem Advisors first reported a position in SPTI in Q3 2024 and held it in 7 quarters. The position peaked at $12.8M in Q3 2024. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Apriem Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Apriem Advisors sold 9,014 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $258K.
Apriem Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2024 and held it in 7 quarters.
Apriem Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $12.8M in Q3 2024.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.