Continuum Advisory’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Continuum Advisory’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	$217K	Sell	7,653 -3,673	-32%	-$104K	0.02%	450
2026 Q1	$325K	Buy	11,326 +97	+0.9%	+$2.8K	0.03%	354
2025 Q4	$324K	Sell	11,229 -242	-2%	-$7K	0.03%	351
2025 Q3	$332K	Sell	11,471 -3,023	-21%	-$86.9K	0.04%	342
2025 Q2	$417K	Buy	14,494 +3,136	+28%	+$89.3K	0.05%	286
2025 Q1	$325K	Buy	11,358 +170	+2%	+$4.78K	0.04%	305
2024 Q4	$312K	Sell	11,188 -2,794	-20%	-$79K	0.04%	318
2024 Q3	$391K	Buy	13,982 +304	+2%	+$8.73K	0.05%	283
2024 Q2	$383K	Sell	13,678 -719	-5%	-$20K	0.06%	266
2024 Q1	$400K	Sell	14,397 -4,951	-26%	-$140K	0.06%	257
2023 Q4	$553K	Sell	19,348 -7,520	-28%	-$209K	0.08%	265
2023 Q3	$740K	Sell	26,868 -974	-3%	-$27.2K	0.12%	205
2023 Q2	$788K	Sell	27,842 -216,095	-89%	-$6.22M	0.13%	200
2023 Q1	$7.06M	Buy	243,937 +225,144	+1,198%	+$6.44M	1.2%	12
2022 Q4	$531K	Sell	18,793 -11,004	-37%	-$310K	0.1%	244
2022 Q3	$838K	Buy	29,797 +5,640	+23%	+$165K	0.15%	165
2022 Q2	$712K	Sell	24,157 -1,546	-6%	-$45.6K	0.13%	196
2022 Q1	$760K	Sell	25,703 -581	-2%	-$18.1K	0.14%	176
2021 Q4	$842K	Sell	26,284 -428	-2%	-$13.7K	0.19%	121
2021 Q3	$863K	Buy	26,712 +121	+0.5%	+$3.94K	0.23%	102
2021 Q2	$861K	Sell	26,591 -20,615	-44%	-$666K	0.27%	93
2021 Q1	$1.53M	Sell	47,206 -59,611	-56%	-$1.94M	0.64%	45
2020 Q4	$3.53M	Sell	106,817 -117,711	-52%	-$3.89M	1.61%	14
2020 Q3	$7.46M	Buy	224,528 +29,579	+15%	+$983K	4.08%	2
2020 Q2	$6.46M	Buy	194,949 +57,419	+42%	+$1.9M	4.05%	2
2020 Q1	$4.55M	Buy	137,530 +97,818	+246%	+$3.11M	3.07%	8
2019 Q4	$1.23M	Buy	+39,712	New	+$1.24M	0.71%	41

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

Continuum Advisory's SPTI Position: Q2 2026 in Review

Continuum Advisory reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 32% in Q2 2026, selling an estimated $104K and leaving 7,653 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #450.

Continuum Advisory first reported a position in SPTI in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.46M in Q3 2020. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Continuum Advisory held 7,653 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $217K as of Q2 2026.
Continuum Advisory sold 3,673 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $104K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.02% of Continuum Advisory's portfolio in Q2 2026, its #450 holding.
Continuum Advisory first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2019 and has held it in 27 quarters since.
Continuum Advisory's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $7.46M in Q3 2020.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.