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Capital CS Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Capital CS Group’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 		$232K Sell
8,078
-110
-1% -$3.17K 0.48% 48
2025
Q4 		$236K Buy
8,188
+109
+1% +$3.15K 0.36% 50
2025
Q3 		$233K Sell
8,079
-51
-0.6% -$1.47K 0.37% 51
2025
Q2 		$234K Sell
8,130
-652
-7% -$18.6K 0.38% 51
2025
Q1 		$251K Buy
8,782
+407
+5% +$11.5K 0.41% 32
2024
Q4 		$233K Buy
8,375
+535
+7% +$15.1K 0.31% 47
2024
Q3 		$228K Buy
+7,840
New +$225K 0.27% 59

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 $424B AUM 22.96% 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

Capital CS Group's SPTI Position: Q1 2026 in Review

Capital CS Group reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 1.3% in Q1 2026, selling an estimated $3.17K and leaving 8,078 shares worth $232K. The position accounts for 0.48% of the portfolio, ranked #48.

Capital CS Group first reported a position in SPTI in Q3 2024 and has held it in 7 quarters since. The position peaked at $251K in Q1 2025. 404 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Capital CS Group held 8,078 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $232K as of Q1 2026.
  • Capital CS Group sold 110 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $3.17K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.48% of Capital CS Group's portfolio in Q1 2026, its #48 holding.
  • Capital CS Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2024 and has held it in 7 quarters since.
  • Capital CS Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $251K in Q1 2025.
  • 404 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Capital CS Group's 13F filing for Q1 2026, filed 13 May 2026.