Ehrlich Financial Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Ehrlich Financial Group’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	$3.45M	Buy	121,365 +22,099	+22%	+$628K	1.77%	14
2026 Q1	$2.84M	Buy	99,266 +48,328	+95%	+$1.39M	1.63%	19
2025 Q4	$1.47M	Sell	50,938 -1,297	-2%	-$37.5K	0.84%	33
2025 Q3	$1.51M	Sell	52,235 -784	-1%	-$22.5K	0.9%	32
2025 Q2	$1.53M	Buy	+53,019	New	+$1.51M	0.99%	30
2024 Q2	–	Sell	-16,247	Closed	-$458K	–	113
2024 Q1	$458K	Sell	16,247 -53,038	-77%	-$1.5M	0.39%	59
2023 Q4	$1.98M	Buy	+69,285	New	+$1.92M	1.98%	14

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ehrlich Financial Group's SPTI Position: Q2 2026 in Review

Ehrlich Financial Group increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 22% in Q2 2026, buying an estimated $628K and bringing the position to 121,365 shares worth $3.45M. The position accounts for 1.77% of the portfolio, ranked #14.

Ehrlich Financial Group first reported a position in SPTI in Q4 2023 and has held it in 7 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Ehrlich Financial Group held 121,365 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $3.45M as of Q2 2026.
Ehrlich Financial Group bought 22,099 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $628K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 1.77% of Ehrlich Financial Group's portfolio in Q2 2026, its #14 holding.
Ehrlich Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2023 and has held it in 7 quarters since.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.