Coastal Bridge Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Coastal Bridge Advisors’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	–	Sell	-13,343	Closed	-$385K	–	477
2025 Q4	$385K	Sell	13,343 -18	-0.1%	-$521	0.03%	338
2025 Q3	$386K	Sell	13,361 -510	-4%	-$14.7K	0.03%	333
2025 Q2	$399K	Buy	+13,871	New	+$395K	0.03%	316

Other funds holding SPTI

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

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

MERSOM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Coastal Bridge Advisors's SPTI Position: Q1 2026 in Review

Coastal Bridge Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2026, closing a stake of 13,343 shares — an estimated $385K sold.

Coastal Bridge Advisors first reported a position in SPTI in Q2 2025 and held it in 3 quarters. The position peaked at $399K in Q2 2025. 404 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

Coastal Bridge Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Coastal Bridge Advisors sold 13,343 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $385K.
Coastal Bridge Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2025 and held it in 3 quarters.
Coastal Bridge Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $399K in Q2 2025.
404 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.