Financial Engines Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Financial Engines 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	$1.28B	Buy	44,660,515 +566,244	+1%	+$16.3M	2.6%	16
2025 Q4	$1.27B	Buy	44,094,271 +3,010,875	+7%	+$87.1M	2.41%	16
2025 Q3	$1.19B	Buy	41,083,396 +5,444,992	+15%	+$156M	2.27%	18
2025 Q2	$1.03B	Sell	35,638,404 -124,836	-0.3%	-$3.56M	2.05%	20
2025 Q1	$1.02B	Buy	35,763,240 +462,059	+1%	+$13M	2.19%	18
2024 Q4	$984M	Buy	35,301,181 +1,320,750	+4%	+$37.3M	2.07%	20
2024 Q3	$987M	Buy	33,980,431 +3,527,587	+12%	+$101M	2.06%	20
2024 Q2	$853M	Buy	30,452,844 +1,206,661	+4%	+$33.6M	1.9%	21
2024 Q1	$824M	Buy	29,246,183 +1,256,337	+4%	+$35.5M	1.86%	21
2023 Q4	$799M	Buy	27,989,846 +425,471	+2%	+$11.8M	1.89%	21
2023 Q3	$759M	Buy	27,564,375 +3,264,471	+13%	+$91.2M	1.99%	19
2023 Q2	$687M	Buy	24,299,904 +1,188,712	+5%	+$34.2M	1.74%	21
2023 Q1	$669M	Buy	23,111,192 +1,921,225	+9%	+$54.9M	1.78%	20
2022 Q4	$598M	Buy	21,189,967 +1,228,037	+6%	+$34.6M	1.71%	21
2022 Q3	$562M	Buy	19,961,930 +588,801	+3%	+$17.2M	1.83%	20
2022 Q2	$571M	Buy	19,373,129 +2,325,486	+14%	+$68.7M	1.74%	21
2022 Q1	$516M	Buy	17,047,643 +984,100	+6%	+$30.7M	1.38%	25
2021 Q4	$515M	Buy	16,063,543 +1,538,125	+11%	+$49.4M	1.37%	25
2021 Q3	$469M	Buy	14,525,418 +1,044,835	+8%	+$34.1M	1.39%	24
2021 Q2	$437M	Buy	13,480,583 +1,184,810	+10%	+$38.3M	1.27%	25
2021 Q1	$394M	Buy	12,295,773 +4,969,510	+68%	+$162M	1.23%	25
2020 Q4	$242M	Buy	7,326,263 +1,178,955	+19%	+$39M	0.83%	29
2020 Q3	$204M	Buy	6,147,308 +1,999,297	+48%	+$66.5M	0.81%	28
2020 Q2	$138M	Buy	4,148,011 +2,144,906	+107%	+$71M	0.6%	28
2020 Q1	$66.4M	Buy	2,003,105 +1,613,056	+414%	+$51.3M	0.36%	34
2019 Q4	$12.1M	Buy	390,049 +373,262	+2,224%	+$11.6M	0.06%	45
2019 Q3	$525K	Buy	+16,787	New	+$522K	﹤0.01%	97

Other funds holding SPTI

LPL Financial San Diego, California $377B AUM 19.32% 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 $10B AUM 15.14% 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

ODIJL

One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return

Financial Engines Advisors's SPTI Position: Q1 2026 in Review

Financial Engines Advisors increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 1.3% in Q1 2026, buying an estimated $16.3M and bringing the position to 44,660,515 shares worth $1.28B. The position accounts for 2.6% of the portfolio, ranked #16.

Financial Engines Advisors first reported a position in SPTI in Q3 2019 and has held it in 27 quarters since. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

Financial Engines Advisors held 44,660,515 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1.28B as of Q1 2026.
Financial Engines Advisors bought 566,244 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $16.3M.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 2.6% of Financial Engines Advisors's portfolio in Q1 2026, its #16 holding.
Financial Engines Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2019 and has held it in 27 quarters since.
403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.