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BankPlus Trust Department’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

BankPlus Trust Department’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 		$16.2K Hold
569
– – ﹤0.01% 366
2026
Q1 		$16.3K Hold
569
– – ﹤0.01% 348
2025
Q4 		$16.4K Hold
569
– – ﹤0.01% 338
2025
Q3 		$16.4K Hold
569
– – ﹤0.01% 335
2025
Q2 		$16.4K Hold
569
– – ﹤0.01% 320
2025
Q1 		$16.3K Hold
569
– – 0.01% 325
2024
Q4 		$15.9K Buy
+569
New +$16.1K 0.01% 308

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
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
GI
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BankPlus Trust Department's SPTI Position: Q2 2026 in Review

BankPlus Trust Department held its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) position steady in Q2 2026 at 569 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

BankPlus Trust Department first reported a position in SPTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.4K in Q3 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • BankPlus Trust Department held 569 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $16.2K as of Q2 2026.
  • BankPlus Trust Department left its State Street SPDR Portfolio Intermediate Term Treasury ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #366 holding.
  • BankPlus Trust Department first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Trust Department's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $16.4K in Q3 2025.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.