Cranbrook Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Cranbrook Wealth Management’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	$2.11M	Buy	73,672 +13,414	+22%	+$387K	0.43%	43
2025 Q4	$1.74M	Buy	60,258 +1,962	+3%	+$56.8K	0.34%	47
2025 Q3	$1.68M	Buy	58,296 +2,555	+5%	+$73.4K	0.34%	47
2025 Q2	$1.6M	Sell	55,741 -1,196	-2%	-$34.1K	0.34%	46
2025 Q1	$1.63M	Buy	56,937 +8,558	+18%	+$241K	0.38%	45
2024 Q4	$1.35M	Buy	48,379 +7,527	+18%	+$213K	0.31%	51
2024 Q3	$1.19M	Buy	40,852 +22,186	+119%	+$637K	0.27%	52
2024 Q2	$523K	Buy	18,666 +1,255	+7%	+$34.9K	0.13%	71
2024 Q1	$491K	Hold	17,411	–	–	0.12%	66
2023 Q4	$497K	Sell	17,411 -6,968	-29%	-$193K	0.13%	66
2023 Q3	$671K	Hold	24,379	–	–	0.2%	54
2023 Q2	$690K	Buy	24,379 +751	+3%	+$21.6K	0.19%	54
2023 Q1	$684K	Hold	23,628	–	–	0.19%	55
2022 Q4	$667K	Buy	23,628 +2,209	+10%	+$62.3K	0.18%	60
2022 Q3	$603K	Sell	21,419 -4,450	-17%	-$130K	0.16%	63
2022 Q2	$762K	Sell	25,869 -14,431	-36%	-$426K	0.19%	58
2022 Q1	$1.22M	Hold	40,300	–	–	0.27%	52
2021 Q4	$1.29M	Sell	40,300 -435	-1%	-$14K	0.28%	53
2021 Q3	$1.32M	Sell	40,735 -1,622	-4%	-$52.9K	0.3%	53
2021 Q2	$1.37M	Sell	42,357 -2,790	-6%	-$90.2K	0.31%	52
2021 Q1	$1.45M	Sell	45,147 -1,405	-3%	-$45.8K	0.35%	50
2020 Q4	$1.54M	Buy	46,552 +1,182	+3%	+$39.1K	0.39%	50
2020 Q3	$1.51M	Sell	45,370 -90	-0.2%	-$2.99K	0.44%	49
2020 Q2	$1.51M	Hold	45,460	–	–	0.46%	49
2020 Q1	$1.51M	Buy	+45,460	New	+$1.45M	0.51%	44

Other funds holding SPTI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cranbrook Wealth Management's SPTI Position: Q1 2026 in Review

Cranbrook Wealth Management increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 22% in Q1 2026, buying an estimated $387K and bringing the position to 73,672 shares worth $2.11M. The position accounts for 0.43% of the portfolio, ranked #43.

Cranbrook Wealth Management first reported a position in SPTI in Q1 2020 and has held it in 25 quarters since. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

Cranbrook Wealth Management held 73,672 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $2.11M as of Q1 2026.
Cranbrook Wealth Management bought 13,414 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $387K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.43% of Cranbrook Wealth Management's portfolio in Q1 2026, its #43 holding.
Cranbrook Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2020 and has held it in 25 quarters since.
403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.