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

ArborFi 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 		$5.17M Buy
180,357
+39,929
+28% +$1.15M 4.22% 9
2025
Q4 		$4.05M Buy
140,428
+6,866
+5% +$199K 3.29% 9
2025
Q3 		$3.86M Buy
133,562
+790
+0.6% +$22.7K 3.14% 9
2025
Q2 		$3.82M Sell
132,772
-4,141
-3% -$118K 3.36% 8
2025
Q1 		$3.91M Buy
136,913
+4,051
+3% +$114K 3.89% 8
2024
Q4 		$3.7M Buy
+132,862
New +$3.76M 3.72% 9

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

ArborFi Advisors's SPTI Position: Q1 2026 in Review

ArborFi Advisors increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 28% in Q1 2026, buying an estimated $1.15M and bringing the position to 180,357 shares worth $5.17M. The position accounts for 4.22% of the portfolio, ranked #9.

ArborFi Advisors first reported a position in SPTI in Q4 2024 and has held it in 6 quarters since. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • ArborFi Advisors held 180,357 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $5.17M as of Q1 2026.
  • ArborFi Advisors bought 39,929 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $1.15M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 4.22% of ArborFi Advisors's portfolio in Q1 2026, its #9 holding.
  • ArborFi Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on ArborFi Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.