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

GLOBALT 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
Q2 		$166M Sell
5,846,343
-78,031
-1% -$2.22M 5.6% 4
2026
Q1 		$170M Buy
5,924,374
+302,580
+5% +$8.72M 6.06% 4
2025
Q4 		$162M Buy
5,621,794
+33,213
+0.6% +$961K 5.92% 3
2025
Q3 		$162M Sell
5,588,581
-98,511
-2% -$2.83M 5.9% 3
2025
Q2 		$164M Buy
5,687,092
+2,440,938
+75% +$69.5M 6.27% 3
2025
Q1 		$92.8M Sell
3,246,154
-65,183
-2% -$1.83M 3.79% 6
2024
Q4 		$92.3M Sell
3,311,337
-18,182
-0.5% -$514K 3.53% 7
2024
Q3 		$96.8M Sell
3,329,519
-133,210
-4% -$3.82M 3.62% 6
2024
Q2 		$97M Sell
3,462,729
-8,386
-0.2% -$233K 3.88% 6
2024
Q1 		$97.8M Buy
3,471,115
+1,498,163
+76% +$42.3M 3.89% 6
2023
Q4 		$56.3M Buy
+1,972,952
New +$54.8M 2.34% 13

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
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
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

GLOBALT Investments's SPTI Position: Q2 2026 in Review

GLOBALT Investments reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 1.3% in Q2 2026, selling an estimated $2.22M and leaving 5,846,343 shares worth $166M. The position accounts for 5.6% of the portfolio, ranked #4.

GLOBALT Investments first reported a position in SPTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $170M in Q1 2026. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • GLOBALT Investments held 5,846,343 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $166M as of Q2 2026.
  • GLOBALT Investments sold 78,031 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $2.22M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 5.6% of GLOBALT Investments's portfolio in Q2 2026, its #4 holding.
  • GLOBALT Investments first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $170M in Q1 2026.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.