Benjamin Edwards Inc’s State Street SPDR Portfolio Intermediate Term Treasury Index ETF SPTI Stock Holding History

Benjamin Edwards Inc’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 Q3	$38.2M	Buy	+1,400,464	New	+$39.2M	0.34%	73
2022 Q4	–	Sell	-114,936	Closed	-$3.23M	–	766
2022 Q3	$3.23M	Buy	114,936 +112,564	+4,746%	+$3.29M	0.97%	26
2022 Q2	$70K	Buy	+2,372	New	+$70K	0.02%	392
2021 Q1	–	Sell	-991	Closed	-$33K	–	397
2020 Q4	$33K	Buy	991 +44	+5%	+$1.46K	0.03%	273
2020 Q3	$31K	Buy	+947	New	+$31.5K	0.03%	255
2020 Q1	–	Sell	-2,407	Closed	-$74K	–	381
2019 Q4	$74K	Buy	+2,407	New	+$74.9K	0.15%	110

Other funds holding SPTI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Evermay Wealth Management Arlington, Virginia $996M AUM 10.6% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Benjamin Edwards Inc's SPTI Position: Q3 2026 in Review

Benjamin Edwards Inc opened a new position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) in Q3 2026: 1,400,464 shares worth $38.2M. The stake represents 0.34% of the portfolio and ranks #73 among its holdings. This is a return to the name: Benjamin Edwards Inc previously reported a position in SPTI as recently as Q3 2022.

Benjamin Edwards Inc first reported a position in SPTI in Q4 2019 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

Benjamin Edwards Inc held 1,400,464 shares of State Street SPDR Portfolio Intermediate Term Treasury Index ETF worth $38.2M as of Q3 2026.
State Street SPDR Portfolio Intermediate Term Treasury Index ETF was a new Benjamin Edwards Inc position in Q3 2026.
State Street SPDR Portfolio Intermediate Term Treasury Index ETF made up 0.34% of Benjamin Edwards Inc's portfolio in Q3 2026, its #73 holding.
Benjamin Edwards Inc first reported a position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF in Q4 2019 and has held it in 6 quarters since.
299 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury Index ETF as of Q3 2026.

Based on Benjamin Edwards Inc's 13F filing for Q3 2026, filed 12 Nov 2026.