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

Clark Capital Management 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 Q2	–	Sell	-190,630	Closed	-$5.45M	–	468
2025 Q1	$5.45M	Buy	+190,630	New	+$5.36M	0.04%	186
2023 Q2	–	Sell	-23,125,477	Closed	-$669M	–	367
2023 Q1	$669M	Buy	+23,125,477	New	+$661M	7.49%	2
2020 Q3	–	Sell	-12,332,227	Closed	-$410M	–	333
2020 Q2	$410M	Buy	+12,332,227	New	+$408M	7.66%	1
2019 Q3	–	Sell	-6,382,046	Closed	-$197M	–	321
2019 Q2	$197M	Buy	+6,382,046	New	+$194M	4.16%	2
2016 Q1	–	Sell	-2,335,838	Closed	-$70.3M	–	352
2015 Q4	$70.3M	Buy	+2,335,838	New	+$70.3M	5.7%	1

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RBA

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Clark Capital Management Group's SPTI Position: Q2 2025 in Review

Clark Capital Management Group sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2025, closing a stake of 190,630 shares — an estimated $5.45M sold.

Clark Capital Management Group first reported a position in SPTI in Q4 2015 and held it in 5 quarters. The position peaked at $669M in Q1 2023. 386 funds tracked by Wall St. Rank hold SPTI as of Q2 2025.

Clark Capital Management Group reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Clark Capital Management Group sold 190,630 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2025, an estimated $5.45M.
Clark Capital Management Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2015 and held it in 5 quarters.
Clark Capital Management Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $669M in Q1 2023.
386 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2025.

Based on Clark Capital Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.