Caitlin John’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Caitlin John’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	$26K	Hold	917	–	–	0.01%	459
2026 Q1	$26.3K	Hold	917	–	–	0.02%	386
2025 Q4	$26.4K	Sell	917 -3	-0.3%	-$87	0.02%	400
2025 Q3	$26.6K	Buy	+920	New	+$26.4K	0.02%	359
2025 Q1	–	Sell	-1,622	Closed	-$45.2K	–	699
2024 Q4	$45.2K	Hold	1,622	–	–	0.03%	241
2024 Q3	$45.5K	Buy	1,622 +5	+0.3%	+$144	0.03%	253
2024 Q2	$45.3K	Buy	1,617 +8	+0.5%	+$223	0.03%	255
2024 Q1	$45.3K	Buy	1,609 +124	+8%	+$3.5K	0.03%	249
2023 Q4	$42.4K	Buy	+1,485	New	+$41.2K	0.03%	241

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Caitlin John's SPTI Position: Q2 2026 in Review

Caitlin John held its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) position steady in Q2 2026 at 917 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #459.

Caitlin John first reported a position in SPTI in Q4 2023 and has held it in 9 quarters since. The position peaked at $45.5K in Q3 2024. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Caitlin John held 917 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $26K as of Q2 2026.
Caitlin John left its State Street SPDR Portfolio Intermediate Term Treasury ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Caitlin John's portfolio in Q2 2026, its #459 holding.
Caitlin John first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2023 and has held it in 9 quarters since.
Caitlin John's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $45.5K in Q3 2024.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.