Corient Private Wealth
SPTI icon

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
Q2 		$718K Sell
25,279
-160
-0.6% -$4.55K ﹤0.01% 1990
2026
Q1 		$729K Buy
25,439
+3,789
+18% +$109K ﹤0.01% 1824
2025
Q4 		$624K Buy
21,650
+1,219
+6% +$35.3K ﹤0.01% 1753
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 $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
GI
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Corient Private Wealth's SPTI Position: Q2 2026 in Review

Corient Private Wealth reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 0.63% in Q2 2026, selling an estimated $4.55K and leaving 25,279 shares worth $718K. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Corient Private Wealth first reported a position in SPTI in Q4 2024 and has held it in 5 quarters since. The position peaked at $729K in Q1 2026. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Corient Private Wealth held 25,279 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $718K as of Q2 2026.
  • Corient Private Wealth sold 160 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $4.55K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1990 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 5 quarters since.
  • Corient Private Wealth's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $729K in Q1 2026.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.