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Blue Trust Inc’s State Street SPDR Portfolio Intermediate Term Treasury 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
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 		$8.11K 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 $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

Blue Trust Inc's SPTI Position: Q2 2026 in Review

Blue Trust Inc increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 3.9% in Q2 2026, buying an estimated $2.02K and bringing the position to 1,881 shares worth $53.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Blue Trust Inc first reported a position in SPTI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.07M in Q4 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Blue Trust Inc held 1,881 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $53.4K as of Q2 2026.
  • Blue Trust Inc bought 71 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $2.02K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1321 holding.
  • Blue Trust Inc first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • Blue Trust Inc's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.07M 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 Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.