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Beacon Pointe Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Beacon Pointe 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 		$8.64M Sell
304,330
-42,716
-12% -$1.21M 0.04% 383
2026
Q1 		$9.95M Sell
347,046
-30,680
-8% -$884K 0.05% 317
2025
Q4 		$10.9M Buy
377,726
+23,639
+7% +$684K 0.08% 239
2025
Q3 		$10.2M Buy
+354,087
New +$10.2M 0.09% 218

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 22.96% 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

Beacon Pointe Advisors's SPTI Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 12% in Q2 2026, selling an estimated $1.21M and leaving 304,330 shares worth $8.64M. The position accounts for 0.04% of the portfolio, ranked #383.

Beacon Pointe Advisors first reported a position in SPTI in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.9M in Q4 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Beacon Pointe Advisors held 304,330 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $8.64M as of Q2 2026.
  • Beacon Pointe Advisors sold 42,716 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $1.21M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.04% of Beacon Pointe Advisors's portfolio in Q2 2026, its #383 holding.
  • Beacon Pointe Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Beacon Pointe Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $10.9M in Q4 2025.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.