Atria Investments’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Atria Investments’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	$730K	Sell	25,465 -39,442	-61%	-$1.14M	0.01%	1239
2025 Q4	$1.87M	Sell	64,907 -7,689	-11%	-$223K	0.02%	751
2025 Q3	$2.1M	Sell	72,596 -111,927	-61%	-$3.22M	0.02%	704
2025 Q2	$5.31M	Buy	+184,523	New	+$5.26M	0.06%	364
2023 Q2	–	Sell	-132,652	Closed	-$3.84M	–	883
2023 Q1	$3.84M	Buy	+132,652	New	+$3.79M	0.07%	326
2022 Q4	–	Sell	-76,931	Closed	-$2.16M	–	805
2022 Q3	$2.16M	Sell	76,931 -35,318	-31%	-$1.03M	0.05%	455
2022 Q2	$3.31M	Sell	112,249 -7,891	-7%	-$233K	0.07%	349
2022 Q1	$3.64M	Buy	120,140 +73,171	+156%	+$2.28M	0.06%	364
2021 Q4	$1.5M	Buy	+46,969	New	+$1.51M	0.03%	670
2020 Q3	–	Sell	-448,160	Closed	-$14.9M	–	601
2020 Q2	$14.9M	Buy	+448,160	New	+$14.8M	0.51%	35
2019 Q3	–	Sell	-168,736	Closed	-$5.29M	–	960
2019 Q2	$5.29M	Buy	168,736 +2,266	+1%	+$68.7K	0.2%	104
2019 Q1	$5.03M	Buy	+166,470	New	+$4.96M	0.21%	94

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

Atria Investments's SPTI Position: Q1 2026 in Review

Atria Investments reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 61% in Q1 2026, selling an estimated $1.14M and leaving 25,465 shares worth $730K. The position accounts for 0.01% of the portfolio, ranked #1239.

Atria Investments first reported a position in SPTI in Q1 2019 and has held it in 12 quarters since. The position peaked at $14.9M in Q2 2020. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

Atria Investments held 25,465 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $730K as of Q1 2026.
Atria Investments sold 39,442 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $1.14M.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1239 holding.
Atria Investments first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2019 and has held it in 12 quarters since.
Atria Investments's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $14.9M 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 Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.