City National Bank of Florida’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

City National Bank of Florida’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 Q3	–	Sell	-10,886	Closed	-$313K	–	139
2025 Q2	$313K	Hold	10,886	–	–	0.23%	89
2025 Q1	$311K	Hold	10,886	–	–	0.28%	82
2024 Q4	$304K	Buy	+10,886	New	+$308K	0.28%	74

Other funds holding SPTI

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

City National Bank of Florida's SPTI Position: Q3 2025 in Review

City National Bank of Florida sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2025, closing a stake of 10,886 shares — an estimated $313K sold.

City National Bank of Florida first reported a position in SPTI in Q4 2024 and held it in 3 quarters. The position peaked at $313K in Q2 2025. 373 funds tracked by Wall St. Rank hold SPTI as of Q3 2025.

City National Bank of Florida reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
City National Bank of Florida sold 10,886 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2025, an estimated $313K.
City National Bank of Florida first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and held it in 3 quarters.
City National Bank of Florida's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $313K in Q2 2025.
373 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2025.

Based on City National Bank of Florida's 13F filing for Q3 2025, filed 14 Nov 2025.