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Curi RMB Capital’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Curi RMB Capital’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 		$498K Sell
17,377
-407
-2% -$11.7K 0.01% 604
2025
Q4 		$513K Buy
17,784
+1,883
+12% +$54.5K 0.01% 600
2025
Q3 		$460K Hold
15,901
– – 0.01% 528
2025
Q2 		$457K Hold
15,901
– – 0.01% 526
2025
Q1 		$454K Sell
15,901
-93
-0.6% -$2.62K 0.01% 397
2024
Q4 		$446K Buy
15,994
+1,753
+12% +$49.6K 0.01% 422
2024
Q3 		$414K Buy
14,241
+816
+6% +$23.4K 0.01% 451
2024
Q2 		$376K Hold
13,425
– – 0.01% 452
2024
Q1 		$378K Hold
13,425
– – 0.01% 469
2023
Q4 		$383K Buy
13,425
+550
+4% +$15.3K 0.01% 415
2023
Q3 		$354K Hold
12,875
– – 0.01% 410
2023
Q2 		$364K Hold
12,875
– – 0.01% 410
2023
Q1 		$373K Hold
12,875
– – 0.01% 397
2022
Q4 		$364K Hold
12,875
– – 0.01% 396
2022
Q3 		$362K Hold
12,875
– – 0.01% 390
2022
Q2 		$379K Hold
12,875
– – 0.01% 387
2022
Q1 		$390K Buy
12,875
+474
+4% +$14.8K 0.01% 360
2021
Q4 		$397K Hold
12,401
– – 0.01% 374
2021
Q3 		$401K Buy
12,401
+450
+4% +$14.7K 0.01% 367
2021
Q2 		$387K Hold
11,951
– – 0.01% 382
2021
Q1 		$383K Hold
11,951
– – 0.01% 378
2020
Q4 		$395K Buy
11,951
+521
+5% +$17.2K 0.01% 463
2020
Q3 		$380K Buy
11,430
+300
+3% +$9.97K 0.02% 459
2020
Q2 		$370K Sell
11,130
-3,970
-26% -$131K 0.02% 449
2020
Q1 		$500K Sell
15,100
-828
-5% -$26.4K 0.02% 402
2019
Q4 		$493K Hold
15,928
– – 0.01% 449
2019
Q3 		$498K Hold
15,928
– – 0.01% 486
2019
Q2 		$492K Sell
15,928
-2,194
-12% -$66.5K 0.01% 549
2019
Q1 		$547K Sell
18,122
-18,268
-50% -$544K 0.01% 554
2018
Q4 		$1.08M Buy
36,390
+22,270
+158% +$649K 0.03% 485
2018
Q3 		$411K Hold
14,120
– – 0.01% 668
2018
Q2 		$414K Buy
14,120
+4,378
+45% +$128K 0.01% 660
2018
Q1 		$286K Hold
9,742
– – 0.01% 743
2017
Q4 		$289K Hold
9,742
– – 0.01% 730
2017
Q3 		$292K Hold
9,742
– – 0.01% 600
2017
Q2 		$292K Hold
9,742
– – 0.01% 608
2017
Q1 		$292K Sell
9,742
-1,338
-12% -$40K 0.01% 448
2016
Q4 		$331K Hold
11,080
– – 0.02% 359
2016
Q3 		$340K Hold
11,080
– – 0.02% 332
2016
Q2 		$342K Buy
+11,080
New +$338K 0.02% 342

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

Curi RMB Capital's SPTI Position: Q1 2026 in Review

Curi RMB Capital reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 2.3% in Q1 2026, selling an estimated $11.7K and leaving 17,377 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #604.

Curi RMB Capital first reported a position in SPTI in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.08M in Q4 2018. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Curi RMB Capital held 17,377 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $498K as of Q1 2026.
  • Curi RMB Capital sold 407 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $11.7K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #604 holding.
  • Curi RMB Capital first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2016 and has held it in 40 quarters since.
  • Curi RMB Capital's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.08M in Q4 2018.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.