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 Q2	$798K	Buy	28,117 +2,652	+10%	+$75.4K	0.01%	1235
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 $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

Atria Investments's SPTI Position: Q2 2026 in Review

Atria Investments increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 10% in Q2 2026, buying an estimated $75.4K and bringing the position to 28,117 shares worth $798K. The position accounts for 0.01% of the portfolio, ranked #1235.

Atria Investments first reported a position in SPTI in Q1 2019 and has held it in 13 quarters since. The position peaked at $14.9M in Q2 2020. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Atria Investments held 28,117 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $798K as of Q2 2026.
Atria Investments bought 2,652 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $75.4K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1235 holding.
Atria Investments first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2019 and has held it in 13 quarters since.
Atria Investments's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $14.9M in Q2 2020.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.