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

Eldridge Investment 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
Q1 		$12.7M Buy
444,230
+25,770
+6% +$743K 2.78% 7
2025
Q4 		$12.1M Buy
418,460
+83,700
+25% +$2.42M 2.66% 8
2025
Q3 		$9.67M Buy
334,760
+43,240
+15% +$1.24M 2.2% 14
2025
Q2 		$8.36M Buy
291,520
+56,945
+24% +$1.62M 1.75% 17
2025
Q1 		$6.68M Sell
234,575
-67,400
-22% -$1.9M 1.54% 21
2024
Q4 		$8.42M Buy
301,975
+38,502
+15% +$1.09M 1.96% 10
2024
Q3 		$7.63M Buy
263,473
+81,398
+45% +$2.34M 1.79% 15
2024
Q2 		$5.1M Buy
182,075
+25,500
+16% +$709K 1.29% 22
2024
Q1 		$4.41M Buy
156,575
+36,100
+30% +$1.02M 1.13% 23
2023
Q4 		$3.44M Buy
+120,475
New +$3.34M 0.9% 27
2020
Q2 		– Sell
-82,242
Closed -$2.72M – 105
2020
Q1 		$2.72M Buy
82,242
+26,456
+47% +$842K 1.55% 15
2019
Q4 		$1.73M Buy
+55,786
New +$1.74M 0.84% 23

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Eldridge Investment Advisors's SPTI Position: Q1 2026 in Review

Eldridge Investment Advisors increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 6.2% in Q1 2026, buying an estimated $743K and bringing the position to 444,230 shares worth $12.7M. The position accounts for 2.78% of the portfolio, ranked #7.

Eldridge Investment Advisors first reported a position in SPTI in Q4 2019 and has held it in 12 quarters since. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Eldridge Investment Advisors held 444,230 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $12.7M as of Q1 2026.
  • Eldridge Investment Advisors bought 25,770 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $743K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 2.78% of Eldridge Investment Advisors's portfolio in Q1 2026, its #7 holding.
  • Eldridge Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2019 and has held it in 12 quarters since.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.