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

Avant Financial 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	$4.47M	Buy	157,327 +20,664	+15%	+$588K	2.78%	13
2026 Q1	$3.92M	Buy	136,663 +4,371	+3%	+$126K	2.75%	12
2025 Q4	$3.82M	Buy	132,292 +12,249	+10%	+$354K	2.74%	11
2025 Q3	$3.47M	Buy	120,043 +4,850	+4%	+$139K	2.61%	12
2025 Q2	$3.31M	Buy	115,193 +4,166	+4%	+$119K	2.73%	12
2025 Q1	$3.17M	Buy	111,027 +9,992	+10%	+$281K	2.88%	12
2024 Q4	$2.82M	Buy	+101,035	New	+$2.86M	2.59%	15

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

Avant Financial Advisors's SPTI Position: Q2 2026 in Review

Avant Financial Advisors increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 15% in Q2 2026, buying an estimated $588K and bringing the position to 157,327 shares worth $4.47M. The position accounts for 2.78% of the portfolio, ranked #13.

Avant Financial Advisors first reported a position in SPTI in Q4 2024 and has held it in 7 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Avant Financial Advisors held 157,327 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $4.47M as of Q2 2026.
Avant Financial Advisors bought 20,664 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $588K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 2.78% of Avant Financial Advisors's portfolio in Q2 2026, its #13 holding.
Avant Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.