EH
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Equitable Holdings’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Equitable Holdings’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 		$39.3M Buy
1,362,930
+84,540
+7% +$2.44M 0.25% 84
2025
Q4 		$36.9M Buy
1,278,390
+73,950
+6% +$2.14M 0.25% 86
2025
Q3 		$34.8M Sell
1,204,440
-46,780
-4% -$1.34M 0.26% 85
2025
Q2 		$36M Buy
1,251,220
+144,360
+13% +$4.11M 0.3% 76
2025
Q1 		$31.6M Buy
1,106,860
+112,376
+11% +$3.16M 0.3% 76
2024
Q4 		$27.7M Buy
994,484
+612,354
+160% +$17.3M 0.26% 83
2024
Q3 		$11.1M Buy
382,130
+84,592
+28% +$2.43M 0.11% 160
2024
Q2 		$8.34M Sell
297,538
-152,812
-34% -$4.25M 0.09% 183
2024
Q1 		$12.7M Buy
450,350
+112,316
+33% +$3.17M 0.14% 122
2023
Q4 		$9.65M Buy
338,034
+136,965
+68% +$3.8M 0.12% 143
2023
Q3 		$5.54M Sell
201,069
-209,627
-51% -$5.86M 0.08% 188
2023
Q2 		$11.6M Sell
410,696
-251,954
-38% -$7.25M 0.17% 109
2023
Q1 		$19.2M Buy
662,650
+622,638
+1,556% +$17.8M 0.31% 72
2022
Q4 		$1.13M Buy
40,012
+29,190
+270% +$824K 0.02% 418
2022
Q3 		$304K Buy
10,822
+1,377
+15% +$40.3K 0.01% 683
2022
Q2 		$278K Sell
9,445
-1,267
-12% -$37.4K 0.01% 719
2022
Q1 		$324K Sell
10,712
-4,479
-29% -$140K 0.01% 698
2021
Q4 		$487K Sell
15,191
-4,313
-22% -$138K 0.01% 571
2021
Q3 		$630K Buy
19,504
+5,226
+37% +$170K 0.01% 506
2021
Q2 		$462K Buy
14,278
+3,758
+36% +$121K 0.01% 555
2021
Q1 		$337K Sell
10,520
-3,919
-27% -$128K 0.01% 595
2020
Q4 		$477K Sell
14,439
-14,076
-49% -$465K 0.01% 463
2020
Q3 		$948K Sell
28,515
-272
-0.9% -$9.04K 0.02% 313
2020
Q2 		$956K Buy
28,787
+18,387
+177% +$609K 0.03% 310
2020
Q1 		$345K Buy
+10,400
New +$331K 0.01% 434

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 $10B AUM 15.14% 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

Equitable Holdings's SPTI Position: Q1 2026 in Review

Equitable Holdings increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 6.6% in Q1 2026, buying an estimated $2.44M and bringing the position to 1,362,930 shares worth $39.3M. The position accounts for 0.25% of the portfolio, ranked #84.

Equitable Holdings first reported a position in SPTI in Q1 2020 and has held it in 25 quarters since. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Equitable Holdings held 1,362,930 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $39.3M as of Q1 2026.
  • Equitable Holdings bought 84,540 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $2.44M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.25% of Equitable Holdings's portfolio in Q1 2026, its #84 holding.
  • Equitable Holdings first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2020 and has held it in 25 quarters since.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.