Detalus Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Detalus Advisors’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	$223K	Buy	8,179 +554	+7%	+$15.5K	0.04%	173
2026 Q2	$216K	Sell	7,625 -2	-0%	-$57	0.04%	180
2026 Q1	$219K	Buy	+7,627	New	+$220K	0.05%	171

Other funds holding SPTI

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Detalus Advisors's SPTI Position: Q3 2026 in Review

Detalus Advisors increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 7.3% in Q3 2026, buying an estimated $15.5K and bringing the position to 8,179 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #173.

Detalus Advisors first reported a position in SPTI in Q1 2026 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

Detalus Advisors held 8,179 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $223K as of Q3 2026.
Detalus Advisors bought 554 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2026, an estimated $15.5K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.04% of Detalus Advisors's portfolio in Q3 2026, its #173 holding.
Detalus Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2026 and has held it in 3 quarters since.
103 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.