CIBC Private Wealth Group
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CIBC Private Wealth Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$952 Buy
+33
New +$955 ﹤0.01% 2926
2025
Q3 		– Sell
-1,789
Closed -$51.5K – 3294
2025
Q2 		$51.5K Buy
1,789
+487
+37% +$13.9K ﹤0.01% 1650
2025
Q1 		$37.1K Buy
+1,302
New +$36.6K ﹤0.01% 1745
2024
Q4 		– Sell
-3,374
Closed -$98K – 3174
2024
Q3 		$98K Buy
3,374
+3,134
+1,306% +$90K ﹤0.01% 1487
2024
Q2 		$6.75K Buy
+240
New +$6.68K ﹤0.01% 2427

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CIBC Private Wealth Group's SPTI Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2025: 33 shares worth $952. The stake represents ﹤0.01% of the portfolio and ranks #2926 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in SPTI as recently as Q2 2025.

CIBC Private Wealth Group first reported a position in SPTI in Q2 2024 and has held it in 5 quarters since. The position peaked at $98K in Q3 2024. 408 funds tracked by Wall St. Rank hold SPTI as of Q4 2025.

  • CIBC Private Wealth Group held 33 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $952 as of Q4 2025.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF was a new CIBC Private Wealth Group position in Q4 2025.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2926 holding.
  • CIBC Private Wealth Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2024 and has held it in 5 quarters since.
  • CIBC Private Wealth Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $98K in Q3 2024.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.