Corient Private Wealth
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Corient Private Wealth’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Corient Private Wealth’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 		$729K Sell
25,439
-17,129
-40% -$494K ﹤0.01% 1824
2025
Q4 		$1.23M Buy
42,568
+22,137
+108% +$641K ﹤0.01% 1778
2025
Q3 		$590K Buy
+20,431
New +$587K ﹤0.01% 1707
2025
Q1 		– Sell
-7,253
Closed -$202K – 2434
2024
Q4 		$202K Buy
+7,253
New +$205K ﹤0.01% 2112

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

Corient Private Wealth's SPTI Position: Q1 2026 in Review

Corient Private Wealth reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 40% in Q1 2026, selling an estimated $494K and leaving 25,439 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

Corient Private Wealth first reported a position in SPTI in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.23M in Q4 2025. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Corient Private Wealth held 25,439 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $729K as of Q1 2026.
  • Corient Private Wealth sold 17,129 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $494K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1824 holding.
  • Corient Private Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and has held it in 4 quarters since.
  • Corient Private Wealth's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.23M in Q4 2025.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.