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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Continuum Advisory's SPTI Position: Q1 2026 in Review

Continuum Advisory increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 0.86% in Q1 2026, buying an estimated $2.8K and bringing the position to 11,326 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #354.

Continuum Advisory first reported a position in SPTI in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.46M in Q3 2020. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Continuum Advisory held 11,326 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $325K as of Q1 2026.
  • Continuum Advisory bought 97 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $2.8K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.03% of Continuum Advisory's portfolio in Q1 2026, its #354 holding.
  • Continuum Advisory first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2019 and has held it in 26 quarters since.
  • Continuum Advisory's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $7.46M in Q3 2020.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.