B. Riley Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

B. Riley Wealth 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	–	Sell	-12,968	Closed	-$374K	–	1097
2025 Q4	$374K	Sell	12,968 -207	-2%	-$5.99K	0.02%	627
2025 Q3	$381K	Buy	13,175 +5,420	+70%	+$156K	0.02%	629
2025 Q2	$223K	Buy	+7,755	New	+$221K	0.01%	841
2023 Q2	–	Sell	-28,972	Closed	-$838K	–	1639
2023 Q1	$838K	Buy	+28,972	New	+$828K	0.02%	597
2020 Q3	–	Sell	-175,954	Closed	-$5.85M	–	979
2020 Q2	$5.85M	Buy	+175,954	New	+$5.82M	0.39%	64
2019 Q3	–	Sell	-64,966	Closed	-$2.01M	–	850
2019 Q2	$2.01M	Buy	+64,966	New	+$1.97M	0.22%	91
2016 Q1	–	Sell	-7,332	Closed	-$221K	–	610
2015 Q4	$221K	Buy	+7,332	New	+$221K	0.04%	464

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

B. Riley Wealth Advisors's SPTI Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2026, closing a stake of 12,968 shares — an estimated $374K sold.

B. Riley Wealth Advisors first reported a position in SPTI in Q4 2015 and held it in 7 quarters. The position peaked at $5.85M in Q2 2020. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

B. Riley Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 12,968 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $374K.
B. Riley Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2015 and held it in 7 quarters.
B. Riley Wealth Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $5.85M 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 B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.