Ashton Thomas Private Wealth’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Ashton Thomas Private Wealth’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	$778K	Sell	27,145 -6,026	-18%	-$174K	0.02%	605
2025 Q4	$957K	Sell	33,171 -3,359	-9%	-$97.2K	0.02%	503
2025 Q3	$1.06M	Buy	+36,530	New	+$1.05M	0.03%	457
2023 Q2	–	Sell	-17,892	Closed	-$518K	–	599
2023 Q1	$518K	Buy	+17,892	New	+$512K	0.05%	358
2020 Q3	–	Sell	-767,038	Closed	-$25.5M	–	260
2020 Q2	$25.5M	Buy	+767,038	New	+$25.4M	7.57%	2
2019 Q3	–	Sell	-505,300	Closed	-$15.6M	–	196
2019 Q2	$15.6M	Buy	+505,300	New	+$15.3M	6%	2

Other funds holding SPTI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ashton Thomas Private Wealth's SPTI Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 18% in Q1 2026, selling an estimated $174K and leaving 27,145 shares worth $778K. The position accounts for 0.02% of the portfolio, ranked #605.

Ashton Thomas Private Wealth first reported a position in SPTI in Q2 2019 and has held it in 6 quarters since. The position peaked at $25.5M in Q2 2020. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

Ashton Thomas Private Wealth held 27,145 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $778K as of Q1 2026.
Ashton Thomas Private Wealth sold 6,026 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $174K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #605 holding.
Ashton Thomas Private Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2019 and has held it in 6 quarters since.
Ashton Thomas Private Wealth's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $25.5M in Q2 2020.
403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.