Fidelity Investments’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Fidelity Investments’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	$401K	Buy	13,991 +303	+2%	+$8.73K	﹤0.01%	3208
2025 Q4	$395K	Buy	13,688 +5,845	+75%	+$169K	﹤0.01%	3168
2025 Q3	$227K	Sell	7,843 -745	-9%	-$21.4K	﹤0.01%	3302
2025 Q2	$247K	Buy	8,588 +4,897	+133%	+$139K	﹤0.01%	3229
2025 Q1	$105K	Buy	3,691 +2,250	+156%	+$63.3K	﹤0.01%	3531
2024 Q4	$40.2K	Sell	1,441 -8,178	-85%	-$231K	﹤0.01%	3948
2024 Q3	$280K	Buy	9,619 +8,976	+1,396%	+$258K	﹤0.01%	3081
2024 Q2	$18K	Sell	643 -3,131	-83%	-$87.1K	﹤0.01%	4111
2024 Q1	$106K	Sell	3,774 -1,112	-23%	-$31.4K	﹤0.01%	3257
2023 Q4	$140K	Buy	4,886 +1,582	+48%	+$43.9K	﹤0.01%	3084
2023 Q3	$91K	Buy	3,304 +2,497	+309%	+$69.8K	﹤0.01%	3128
2023 Q2	$22.8K	Sell	807 -1,575	-66%	-$45.3K	﹤0.01%	3796
2023 Q1	$68.9K	Buy	2,382 +2,244	+1,626%	+$64.2K	﹤0.01%	3318
2022 Q4	$3.9K	Sell	138 -35	-20%	-$987	﹤0.01%	4332
2022 Q3	$5K	Buy	173 +39	+29%	+$1.14K	﹤0.01%	4336
2022 Q2	$4K	Sell	134 -742	-85%	-$21.9K	﹤0.01%	4403
2022 Q1	$26K	Buy	876 +16	+2%	+$499	﹤0.01%	3920
2021 Q4	$28K	Sell	860 -1,351	-61%	-$43.4K	﹤0.01%	3376
2021 Q3	$71K	Buy	2,211 +1,309	+145%	+$42.7K	﹤0.01%	3136
2021 Q2	$29K	Sell	902 -72	-7%	-$2.33K	﹤0.01%	3289
2021 Q1	$31K	Sell	974 -146	-13%	-$4.76K	﹤0.01%	3153
2020 Q4	$37K	Sell	1,120 -720	-39%	-$23.8K	﹤0.01%	3061
2020 Q3	$61K	Buy	1,840 +925	+101%	+$30.7K	﹤0.01%	2854
2020 Q2	$30K	Sell	915 -52	-5%	-$1.72K	﹤0.01%	2903
2020 Q1	$32K	Buy	967 +149	+18%	+$4.74K	﹤0.01%	2854
2019 Q4	$25K	Buy	+818	New	+$25.4K	﹤0.01%	3062
2019 Q3	–	Sell	-1,352	Closed	-$42K	–	4196
2019 Q2	$42K	Buy	1,352 +1,350	+67,500%	+$40.9K	﹤0.01%	2901
2019 Q1	$0	Buy	+2	New	+$60	﹤0.01%	4170
2018 Q4	–	Sell	-18	Closed	-$1K	–	4111
2018 Q3	$1K	Buy	+18	New	+$526	﹤0.01%	3455

Other funds holding SPTI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fidelity Investments's SPTI Position: Q1 2026 in Review

Fidelity Investments increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 2.2% in Q1 2026, buying an estimated $8.73K and bringing the position to 13,991 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #3208.

Fidelity Investments first reported a position in SPTI in Q3 2018 and has held it in 29 quarters since. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

Fidelity Investments held 13,991 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $401K as of Q1 2026.
Fidelity Investments bought 303 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $8.73K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3208 holding.
Fidelity Investments first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2018 and has held it in 29 quarters since.
403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.