Cary Street Partners Investment Advisory’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Cary Street Partners Investment Advisory’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	$476K	Buy	16,755 +2,515	+18%	+$71.5K	0.1%	212
2026 Q1	$408K	Buy	+14,240	New	+$411K	0.1%	214
2023 Q4	–	Sell	-26	Closed	-$716	–	1656
2023 Q3	$716	Buy	+26	New	+$727	﹤0.01%	1767

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 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

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

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cary Street Partners Investment Advisory's SPTI Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 18% in Q2 2026, buying an estimated $71.5K and bringing the position to 16,755 shares worth $476K. The position accounts for 0.1% of the portfolio, ranked #212.

Cary Street Partners Investment Advisory first reported a position in SPTI in Q3 2023 and has held it in 3 quarters since. 304 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Cary Street Partners Investment Advisory held 16,755 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $476K as of Q2 2026.
Cary Street Partners Investment Advisory bought 2,515 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $71.5K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.1% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #212 holding.
Cary Street Partners Investment Advisory first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2023 and has held it in 3 quarters since.
304 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.