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Burney Company’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Burney Company’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 		– Sell
-9,981
Closed -$286K – 648
2026
Q1 		$286K Buy
9,981
+665
+7% +$19.2K 0.01% 514
2025
Q4 		$269K Buy
9,316
+894
+11% +$25.9K 0.01% 545
2025
Q3 		$243K Buy
8,422
+1,285
+18% +$36.9K 0.01% 539
2025
Q2 		$205K Buy
+7,137
New +$203K 0.01% 557

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

Burney Company's SPTI Position: Q2 2026 in Review

Burney Company sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026, closing a stake of 9,981 shares — an estimated $286K sold.

Burney Company first reported a position in SPTI in Q2 2025 and held it in 4 quarters. The position peaked at $286K in Q1 2026. 408 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Burney Company reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Burney Company sold 9,981 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $286K.
  • Burney Company first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2025 and held it in 4 quarters.
  • Burney Company's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $286K in Q1 2026.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.