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Coordinated Financial Services’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Coordinated Financial 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
Q1 		$443K Hold
15,449
– – 0.25% 111
2025
Q4 		$446K Buy
15,449
+52
+0.3% +$1.5K 0.26% 111
2025
Q3 		$445K Hold
15,397
– – 0.29% 99
2025
Q2 		$443K Sell
15,397
-808
-5% -$23K 0.31% 89
2025
Q1 		$463K Sell
16,205
-783
-5% -$22K 0.35% 83
2024
Q4 		$474K Buy
+16,988
New +$480K 0.37% 80
2024
Q2 		$476K Buy
16,988
+145
+0.9% +$4.03K 0.41% 70
2024
Q1 		$475K Buy
+16,843
New +$476K 0.41% 70

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 $10B AUM 15.14% 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

Coordinated Financial Services's SPTI Position: Q1 2026 in Review

Coordinated Financial Services held its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) position steady in Q1 2026 at 15,449 shares worth $443K. The position accounts for 0.25% of the portfolio, ranked #111.

Coordinated Financial Services first reported a position in SPTI in Q1 2024 and has held it in 8 quarters since. The position peaked at $476K in Q2 2024. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Coordinated Financial Services held 15,449 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $443K as of Q1 2026.
  • Coordinated Financial Services left its State Street SPDR Portfolio Intermediate Term Treasury ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.25% of Coordinated Financial Services's portfolio in Q1 2026, its #111 holding.
  • Coordinated Financial Services first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2024 and has held it in 8 quarters since.
  • Coordinated Financial Services's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $476K in Q2 2024.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.