Empirical Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Empirical Wealth Management’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	$286K	Sell	10,069 -35	-0.3%	-$995	﹤0.01%	880
2026 Q1	$290K	Buy	10,104 +1,117	+12%	+$32.2K	0.01%	805
2025 Q4	$259K	Sell	8,987 -391	-4%	-$11.3K	﹤0.01%	750
2025 Q3	$271K	Sell	9,378 -325	-3%	-$9.34K	0.01%	649
2025 Q2	$279K	Sell	9,703 -185	-2%	-$5.27K	0.01%	552
2025 Q1	$283K	Sell	9,888 -3,666	-27%	-$103K	0.01%	530
2024 Q4	$378K	Buy	+13,554	New	+$383K	0.01%	453

Other funds holding SPTI

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Empirical Wealth Management's SPTI Position: Q2 2026 in Review

Empirical Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 0.35% in Q2 2026, selling an estimated $995 and leaving 10,069 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Empirical Wealth Management first reported a position in SPTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $378K in Q4 2024. 160 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Empirical Wealth Management held 10,069 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $286K as of Q2 2026.
Empirical Wealth Management sold 35 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $995.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #880 holding.
Empirical Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Empirical Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $378K in Q4 2024.
160 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.