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 Q3	$4.06M	Buy	148,704 +27,339	+23%	+$764K	2.1%	10
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

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

Ehrlich Financial Group's SPTI Position: Q3 2026 in Review

Ehrlich Financial Group increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 23% in Q3 2026, buying an estimated $764K and bringing the position to 148,704 shares worth $4.06M. The position accounts for 2.1% of the portfolio, ranked #10.

Ehrlich Financial Group first reported a position in SPTI in Q4 2023 and has held it in 8 quarters since. 103 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

Ehrlich Financial Group held 148,704 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $4.06M as of Q3 2026.
Ehrlich Financial Group bought 27,339 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2026, an estimated $764K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 2.1% of Ehrlich Financial Group's portfolio in Q3 2026, its #10 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 8 quarters since.
103 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.