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Edgestream Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Edgestream Partners’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 		$602K Buy
+21,213
New +$603K 0.02% 759
2026
Q1 		– Sell
-7,135
Closed -$206K – 1094
2025
Q4 		$206K Buy
+7,135
New +$206K 0.01% 920
2025
Q3 		– Sell
-15,401
Closed -$443K – 1042
2025
Q2 		$443K Buy
+15,401
New +$439K 0.01% 746

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

Edgestream Partners's SPTI Position: Q2 2026 in Review

Edgestream Partners opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026: 21,213 shares worth $602K. The stake represents 0.02% of the portfolio and ranks #759 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in SPTI as recently as Q4 2025.

Edgestream Partners first reported a position in SPTI in Q2 2025 and has held it in 3 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Edgestream Partners held 21,213 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $602K as of Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF was a new Edgestream Partners position in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #759 holding.
  • Edgestream Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2025 and has held it in 3 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.