CX Institutional
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CX Institutional’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

CX Institutional’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
Q3 		$63M Buy
2,308,448
+458,825
+25% +$12.8M 1.71% 6
2026
Q2 		$52.5M Sell
1,849,623
-966,081
-34% -$27.5M 1.52% 11
2026
Q1 		$80.7M Buy
2,815,704
+63,583
+2% +$1.83M 2.46% 3
2025
Q4 		$79.4M Buy
2,752,121
+65,099
+2% +$1.88M 2.37% 3
2025
Q3 		$77.7M Buy
2,687,022
+2,667,815
+13,890% +$76.7M 2.36% 3
2025
Q2 		$553K Sell
19,207
-2,024,419
-99% -$57.7M 0.02% 353
2025
Q1 		$58.4M Sell
2,043,626
-143,177
-7% -$4.03M 2.2% 2
2024
Q4 		$61M Buy
2,186,803
+686,745
+46% +$19.4M 2.42% 3
2024
Q3 		$43.6M Buy
1,500,058
+82,429
+6% +$2.37M 1.94% 4
2024
Q2 		$39.7M Sell
1,417,629
-110,361
-7% -$3.07M 1.86% 5
2024
Q1 		$43M Buy
1,527,990
+187,230
+14% +$5.29M 2.07% 3
2023
Q4 		$38.3M Sell
1,340,760
-62,890
-4% -$1.75M 2.05% 3
2023
Q3 		$38.6M Sell
1,403,650
-266,203
-16% -$7.44M 2.13% 2
2023
Q2 		$47.2M Sell
1,669,853
-54,670
-3% -$1.57M 2.45% 2
2023
Q1 		$49.9M Buy
1,724,523
+372,410
+28% +$10.6M 2.66% 2
2022
Q4 		$38.2M Buy
1,352,113
+96,215
+8% +$2.71M 2.32% 2
2022
Q3 		$35.3M Buy
1,255,898
+623,738
+99% +$18.2M 2.45% 2
2022
Q2 		$18.6M Sell
632,160
-222,764
-26% -$6.58M 1.41% 9
2022
Q1 		$25.9M Sell
854,924
-205,537
-19% -$6.41M 2.07% 4
2021
Q4 		$34M Sell
1,060,461
-398,888
-27% -$12.8M 2.7% 3
2021
Q3 		$47.2M Buy
1,459,349
+46,723
+3% +$1.52M 3.85% 1
2021
Q2 		$45.7M Buy
1,412,626
+58,070
+4% +$1.88M 3.76% 2
2021
Q1 		$43.5M Buy
1,354,556
+146,946
+12% +$4.79M 3.88% 2
2020
Q4 		$39.9M Buy
1,207,610
+108,277
+10% +$3.58M 3.85% 3
2020
Q3 		$36.5M Buy
1,099,333
+1,095,884
+31,774% +$36.4M 3.94% 2
2020
Q2 		$115K Buy
3,449
+2,827
+455% +$93.6K 0.02% 272
2020
Q1 		$21K Buy
622
+274
+79% +$8.72K ﹤0.01% 376
2019
Q4 		$11K Sell
348
-2
-0.6% -$62 ﹤0.01% 427
2019
Q3 		$11K Sell
350
-146
-29% -$4.54K ﹤0.01% 456
2019
Q2 		$15K Buy
496
+32
+7% +$971 ﹤0.01% 433
2019
Q1 		$14K Buy
464
+80
+21% +$2.38K ﹤0.01% 430
2018
Q4 		$11K Buy
384
+152
+66% +$4.43K ﹤0.01% 349
2018
Q3 		$7K Buy
232
+172
+287% +$5.03K ﹤0.01% 280
2018
Q2 		$2K Buy
+60
New +$1.75K ﹤0.01% 305

Other funds holding SPTI

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
1WAL
15 Wealth Advisors LLC Mundelein, Illinois $399M AUM
MPW
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

CX Institutional's SPTI Position: Q3 2026 in Review

CX Institutional increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 25% in Q3 2026, buying an estimated $12.8M and bringing the position to 2,308,448 shares worth $63M. The position accounts for 1.71% of the portfolio, ranked #6.

CX Institutional first reported a position in SPTI in Q2 2018 and has held it in 34 quarters since. The position peaked at $80.7M in Q1 2026. 64 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

  • CX Institutional held 2,308,448 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $63M as of Q3 2026.
  • CX Institutional bought 458,825 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2026, an estimated $12.8M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 1.71% of CX Institutional's portfolio in Q3 2026, its #6 holding.
  • CX Institutional first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2018 and has held it in 34 quarters since.
  • CX Institutional's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $80.7M in Q1 2026.
  • 64 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.