Brown Financial Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Brown Financial 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 Q1	$1.66M	Sell	57,807 -1,162	-2%	-$33.5K	0.63%	48
2025 Q4	$1.7M	Sell	58,969 -197	-0.3%	-$5.7K	0.62%	57
2025 Q3	$1.71M	Buy	59,166 +2,223	+4%	+$63.9K	0.63%	59
2025 Q2	$1.64M	Sell	56,943 -449	-0.8%	-$12.8K	0.64%	58
2025 Q1	$1.64M	Buy	+57,392	New	+$1.62M	0.68%	57
2024 Q4	–	Sell	-42,150	Closed	-$1.22M	–	138
2024 Q3	$1.22M	Buy	42,150 +1,639	+4%	+$47.1K	0.5%	63
2024 Q2	$1.14M	Buy	+40,511	New	+$1.13M	0.51%	66

Other funds holding SPTI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brown Financial Advisors's SPTI Position: Q1 2026 in Review

Brown Financial Advisors reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 2% in Q1 2026, selling an estimated $33.5K and leaving 57,807 shares worth $1.66M. The position accounts for 0.63% of the portfolio, ranked #48.

Brown Financial Advisors first reported a position in SPTI in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.71M in Q3 2025. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

Brown Financial Advisors held 57,807 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1.66M as of Q1 2026.
Brown Financial Advisors sold 1,162 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $33.5K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.63% of Brown Financial Advisors's portfolio in Q1 2026, its #48 holding.
Brown Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2024 and has held it in 7 quarters since.
Brown Financial Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.71M in Q3 2025.
403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.