Commonwealth Equity Services’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Commonwealth Equity Services’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	$35.7M	Buy	1,256,446 +629,754	+100%	+$17.9M	0.04%	387
2026 Q1	$18M	Buy	626,692 +114,978	+22%	+$3.31M	0.03%	609
2025 Q4	$14.8M	Buy	511,714 +27,230	+6%	+$788K	0.02%	701
2025 Q3	$14M	Buy	484,484 +45,840	+10%	+$1.32M	0.02%	742
2025 Q2	$12.6M	Buy	438,644 +109,456	+33%	+$3.12M	0.02%	778
2025 Q1	$9.41M	Buy	329,188 +118,215	+56%	+$3.33M	0.01%	900
2024 Q4	$5.88M	Buy	210,973 +27,577	+15%	+$780K	0.01%	1145
2024 Q3	$5.33M	Buy	183,396 +8,318	+5%	+$239K	0.01%	1181
2024 Q2	$4.91M	Sell	175,078 -4,024	-2%	-$112K	0.01%	1212
2024 Q1	$5.05M	Buy	179,102 +5,634	+3%	+$159K	0.01%	1163
2023 Q4	$4.95M	Buy	173,468 +15,373	+10%	+$427K	0.01%	1105
2023 Q3	$4.35M	Buy	158,095 +23,815	+18%	+$666K	0.01%	1111
2023 Q2	$3.8M	Buy	134,280 +830	+0.6%	+$23.9K	0.01%	1207
2023 Q1	$3.86M	Buy	133,450 +112,152	+527%	+$3.21M	0.01%	1152
2022 Q4	$601K	Buy	21,298 +1,345	+7%	+$37.9K	﹤0.01%	2324
2022 Q3	$561K	Sell	19,953 -8,058	-29%	-$236K	﹤0.01%	2308
2022 Q2	$825K	Sell	28,011 -227	-0.8%	-$6.7K	﹤0.01%	2049
2022 Q1	$855K	Buy	28,238 +12,477	+79%	+$389K	﹤0.01%	2118
2021 Q4	$505K	Buy	15,761 +4,006	+34%	+$129K	﹤0.01%	2509
2021 Q3	$379K	Buy	11,755 +3,019	+35%	+$98.4K	﹤0.01%	2704
2021 Q2	$282K	Buy	+8,736	New	+$282K	﹤0.01%	2962
2021 Q1	–	Sell	-18,388	Closed	-$607K	–	3458
2020 Q4	$607K	Buy	18,388 +4,099	+29%	+$136K	﹤0.01%	2019
2020 Q3	$474K	Buy	14,289 +5,917	+71%	+$197K	﹤0.01%	2000
2020 Q2	$278K	Buy	+8,372	New	+$277K	﹤0.01%	2331
2014 Q4	–	Sell	-7,368	Closed	-$219K	–	2153
2014 Q3	$219K	Buy	+7,368	New	+$220K	﹤0.01%	1765

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

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

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

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

Commonwealth Equity Services's SPTI Position: Q2 2026 in Review

Commonwealth Equity Services increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 100% in Q2 2026, buying an estimated $17.9M and bringing the position to 1,256,446 shares worth $35.7M. The position accounts for 0.04% of the portfolio, ranked #387.

Commonwealth Equity Services first reported a position in SPTI in Q3 2014 and has held it in 25 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Commonwealth Equity Services held 1,256,446 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $35.7M as of Q2 2026.
Commonwealth Equity Services bought 629,754 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $17.9M.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.04% of Commonwealth Equity Services's portfolio in Q2 2026, its #387 holding.
Commonwealth Equity Services first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2014 and has held it in 25 quarters since.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.