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

Blue Trust 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 		$36.2K Sell
1,327
-554
-29% -$15.5K ﹤0.01% 1328
2026
Q2 		$53.4K Buy
1,881
+71
+4% +$2.02K ﹤0.01% 1321
2026
Q1 		$51.9K Sell
1,810
-35,375
-95% -$1.02M ﹤0.01% 1311
2025
Q4 		$1.07M Buy
37,185
+1,864
+5% +$53.9K 0.01% 275
2025
Q3 		$1.02M Buy
35,321
+1,664
+5% +$47.8K 0.01% 293
2025
Q2 		$968K Buy
33,657
+32,201
+2,212% +$917K 0.01% 281
2025
Q1 		$41.6K Buy
1,456
+108
+8% +$3.04K ﹤0.01% 1447
2024
Q4 		$37.6K Buy
1,348
+1,058
+365% +$29.9K ﹤0.01% 1434
2024
Q3 		$8.1K Sell
290
-90
-24% -$2.58K ﹤0.01% 2264
2024
Q2 		$10.7K Hold
380
– – ﹤0.01% 1908
2024
Q1 		$10.7K Buy
+380
New +$10.7K ﹤0.01% 1424

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
One Day In July LLC
One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Evermay Wealth Management
Evermay Wealth Management Arlington, Virginia $996M AUM 10.6% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Blue Trust Inc's SPTI Position: Q3 2026 in Review

Blue Trust Inc reduced its State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) stake by 29% in Q3 2026, selling an estimated $15.5K and leaving 1,327 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Blue Trust Inc first reported a position in SPTI in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.07M in Q4 2025. 266 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

  • Blue Trust Inc held 1,327 shares of State Street SPDR Portfolio Intermediate Term Treasury Index ETF worth $36.2K as of Q3 2026.
  • Blue Trust Inc sold 554 State Street SPDR Portfolio Intermediate Term Treasury Index ETF shares in Q3 2026, an estimated $15.5K.
  • State Street SPDR Portfolio Intermediate Term Treasury Index ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1328 holding.
  • Blue Trust Inc first reported a position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF in Q1 2024 and has held it in 11 quarters since.
  • Blue Trust Inc's State Street SPDR Portfolio Intermediate Term Treasury Index ETF position peaked at $1.07M in Q4 2025.
  • 266 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury Index ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.