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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
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

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

CX Institutional's SPTI Position: Q2 2026 in Review

CX Institutional reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 34% in Q2 2026, selling an estimated $27.5M and leaving 1,849,623 shares worth $52.5M. The position accounts for 1.52% of the portfolio, ranked #11.

CX Institutional first reported a position in SPTI in Q2 2018 and has held it in 33 quarters since. The position peaked at $80.7M in Q1 2026. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • CX Institutional held 1,849,623 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $52.5M as of Q2 2026.
  • CX Institutional sold 966,081 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $27.5M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 1.52% of CX Institutional's portfolio in Q2 2026, its #11 holding.
  • CX Institutional first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2018 and has held it in 33 quarters since.
  • CX Institutional's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $80.7M 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 CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.