Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Envestnet Portfolio Solutions’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 		$35.3M Buy
1,244,488
+257,703
+26% +$7.33M 0.17% 91
2026
Q1 		$28.3M Buy
986,785
+151,215
+18% +$4.36M 0.16% 89
2025
Q4 		$24.1M Buy
835,570
+787,660
+1,644% +$22.8M 0.08% 119
2025
Q3 		$1.38M Sell
47,910
-10,246
-18% -$294K 0.01% 632
2025
Q2 		$1.67M Sell
58,156
-2,777
-5% -$79.1K 0.01% 615
2025
Q1 		$1.74M Buy
60,933
+9,274
+18% +$261K 0.01% 624
2024
Q4 		$1.44M Sell
51,659
-786
-1% -$22.2K ﹤0.01% 784
2024
Q3 		$1.52M Sell
52,445
-1,598
-3% -$45.9K 0.01% 761
2024
Q2 		$1.51M Sell
54,043
-295,628
-85% -$8.22M 0.01% 728
2024
Q1 		$9.85M Buy
349,671
+6,209
+2% +$175K 0.04% 231
2023
Q4 		$9.81M Buy
343,462
+181,697
+112% +$5.04M 0.04% 213
2023
Q3 		$4.45M Buy
+161,765
New +$4.52M 0.02% 337

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

Envestnet Portfolio Solutions's SPTI Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 26% in Q2 2026, buying an estimated $7.33M and bringing the position to 1,244,488 shares worth $35.3M. The position accounts for 0.17% of the portfolio, ranked #91.

Envestnet Portfolio Solutions first reported a position in SPTI in Q3 2023 and has held it in 12 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Envestnet Portfolio Solutions held 1,244,488 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $35.3M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 257,703 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $7.33M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.17% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #91 holding.
  • Envestnet Portfolio Solutions first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.