GM Advisory Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

GM Advisory Group’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	$13.8M	Buy	481,957 +20,721	+4%	+$597K	0.53%	39
2025 Q4	$13.3M	Sell	461,236 -29,772	-6%	-$862K	0.52%	38
2025 Q3	$14.2M	Sell	491,008 -8,106	-2%	-$233K	0.6%	35
2025 Q2	$14.4M	Buy	499,114 +6,411	+1%	+$183K	0.71%	31
2025 Q1	$14.1M	Buy	492,703 +41,653	+9%	+$1.17M	0.76%	29
2024 Q4	$12.6M	Sell	451,050 -11,108	-2%	-$314K	0.7%	31
2024 Q3	$13.4M	Buy	462,158 +18,052	+4%	+$518K	0.8%	29
2024 Q2	$12.4M	Buy	444,106 +78,516	+21%	+$2.18M	0.8%	29
2024 Q1	$10.3M	Buy	365,590 +34,777	+11%	+$982K	0.72%	29
2023 Q4	$9.45M	Sell	330,813 -25,638	-7%	-$711K	0.71%	29
2023 Q3	$9.81M	Buy	356,451 +17,427	+5%	+$487K	0.8%	23
2023 Q2	$9.59M	Buy	339,024 +17,122	+5%	+$493K	0.79%	25
2023 Q1	$9.32M	Buy	321,902 +54,311	+20%	+$1.55M	0.85%	23
2022 Q4	$7.56M	Buy	+267,591	New	+$7.55M	0.81%	22

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 $424B AUM 22.96% 1-Year Est. Return

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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GM Advisory Group's SPTI Position: Q1 2026 in Review

GM Advisory Group increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 4.5% in Q1 2026, buying an estimated $597K and bringing the position to 481,957 shares worth $13.8M. The position accounts for 0.53% of the portfolio, ranked #39.

GM Advisory Group first reported a position in SPTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.4M in Q2 2025. 404 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

GM Advisory Group held 481,957 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $13.8M as of Q1 2026.
GM Advisory Group bought 20,721 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $597K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.53% of GM Advisory Group's portfolio in Q1 2026, its #39 holding.
GM Advisory Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
GM Advisory Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $14.4M in Q2 2025.
404 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.