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Gladstone Institutional Advisory’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Gladstone Institutional Advisory’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 		$51.2M Buy
1,802,308
+176,465
+11% +$5.02M 1.62% 8
2026
Q1 		$46.6M Buy
1,625,843
+1,470,972
+950% +$42.4M 1.73% 7
2025
Q4 		$4.47M Buy
154,871
+15,909
+11% +$460K 0.17% 133
2025
Q3 		$4.02M Buy
138,962
+5,350
+4% +$154K 0.15% 145
2025
Q2 		$3.84M Buy
133,612
+15,456
+13% +$440K 0.16% 147
2025
Q1 		$3.38M Buy
118,156
+26,106
+28% +$735K 0.16% 153
2024
Q4 		$2.57M Buy
92,050
+13,097
+17% +$370K 0.12% 185
2024
Q3 		$2.29M Buy
78,953
+8,760
+12% +$251K 0.11% 204
2024
Q2 		$1.97M Buy
70,193
+46,128
+192% +$1.28M 0.1% 219
2024
Q1 		$678K Buy
+24,065
New +$680K 0.04% 357

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

Gladstone Institutional Advisory's SPTI Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 11% in Q2 2026, buying an estimated $5.02M and bringing the position to 1,802,308 shares worth $51.2M. The position accounts for 1.62% of the portfolio, ranked #8.

Gladstone Institutional Advisory first reported a position in SPTI in Q1 2024 and has held it in 10 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Gladstone Institutional Advisory held 1,802,308 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $51.2M as of Q2 2026.
  • Gladstone Institutional Advisory bought 176,465 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $5.02M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 1.62% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #8 holding.
  • Gladstone Institutional Advisory first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.