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Brooklyn FI’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Brooklyn FI’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
Q1 		$439K Buy
15,317
+2,249
+17% +$64.8K 0.09% 64
2025
Q4 		$377K Buy
13,068
+766
+6% +$22.2K 0.08% 66
2025
Q3 		$356K Buy
12,302
+2,589
+27% +$74.4K 0.08% 65
2025
Q2 		$279K Sell
9,713
-240
-2% -$6.84K 0.07% 67
2025
Q1 		$284K Hold
9,953
– – 0.09% 56
2024
Q4 		$277K Buy
9,953
+659
+7% +$18.6K 0.09% 58
2024
Q3 		$270K Buy
+9,294
New +$267K 0.1% 56
2024
Q2 		– Sell
-7,184
Closed -$202K – 62
2024
Q1 		$202K Buy
+7,184
New +$203K 0.08% 54
2023
Q3 		– Sell
-8,052
Closed -$228K – 50
2023
Q2 		$228K Buy
8,052
+813
+11% +$23.4K 0.12% 42
2023
Q1 		$232K Buy
+7,239
New +$207K 0.22% 37
2022
Q3 		– Sell
-1,657
Closed -$272K – 44
2022
Q2 		$272K Sell
1,657
-7,643
-82% -$226K 0.27% 36
2022
Q1 		$282K Buy
9,300
+2,061
+28% +$64.2K 0.24% 38
2021
Q4 		$232K Buy
+7,239
New +$232K 0.22% 36

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brooklyn FI's SPTI Position: Q1 2026 in Review

Brooklyn FI increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 17% in Q1 2026, buying an estimated $64.8K and bringing the position to 15,317 shares worth $439K. The position accounts for 0.09% of the portfolio, ranked #64.

Brooklyn FI first reported a position in SPTI in Q4 2021 and has held it in 13 quarters since. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Brooklyn FI held 15,317 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $439K as of Q1 2026.
  • Brooklyn FI bought 2,249 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $64.8K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.09% of Brooklyn FI's portfolio in Q1 2026, its #64 holding.
  • Brooklyn FI first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2021 and has held it in 13 quarters since.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Brooklyn FI's 13F filing for Q1 2026, filed 11 May 2026.