Gradient Investments
SPTI icon

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

Gradient 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
Q3 		$41.7M Sell
1,530,221
-9,854
-0.6% -$276K 0.6% 49
2026
Q2 		$43.7M Buy
1,540,075
+194,750
+14% +$5.54M 0.6% 51
2026
Q1 		$38.6M Buy
1,345,325
+70,465
+6% +$2.03M 0.6% 52
2025
Q4 		$36.8M Buy
1,274,860
+56,300
+5% +$1.63M 0.58% 54
2025
Q3 		$35.2M Buy
1,218,560
+64,799
+6% +$1.86M 0.59% 55
2025
Q2 		$33.2M Buy
1,153,761
+2,561
+0.2% +$72.9K 0.61% 56
2025
Q1 		$32.9M Buy
1,151,200
+1,137,296
+8,180% +$32M 0.66% 51
2024
Q4 		$388K Sell
13,904
-756,163
-98% -$21.4M 0.01% 252
2024
Q3 		$22.4M Buy
770,067
+5,487
+0.7% +$158K 0.47% 65
2024
Q2 		$21.4M Buy
764,580
+755,275
+8,117% +$21M 0.48% 63
2024
Q1 		$262K Sell
9,305
-6,980
-43% -$197K 0.01% 269
2023
Q4 		$465K Sell
16,285
-1,900
-10% -$52.7K 0.01% 264
2023
Q3 		$501K Sell
18,185
-5,559
-23% -$155K 0.01% 224
2023
Q2 		$672K Sell
23,744
-1,911,570
-99% -$55M 0.02% 197
2023
Q1 		$56M Sell
1,935,314
-2,132,220
-52% -$61M 1.53% 12
2022
Q4 		$115M Sell
4,067,534
-751,210
-16% -$21.2M 3.62% 4
2022
Q3 		$136M Buy
4,818,744
+3,110,412
+182% +$91M 4.15% 3
2022
Q2 		$50.3M Buy
1,708,332
+670,447
+65% +$19.8M 1.47% 11
2022
Q1 		$31.4M Sell
1,037,885
-68,202
-6% -$2.13M 0.81% 24
2021
Q4 		$35.4M Buy
1,106,087
+667,264
+152% +$21.4M 0.9% 23
2021
Q3 		$14.2M Buy
438,823
+89,581
+26% +$2.92M 0.4% 52
2021
Q2 		$11.3M Sell
349,242
-4,989
-1% -$161K 0.33% 93
2021
Q1 		$11.4M Sell
354,231
-320,763
-48% -$10.5M 0.37% 55
2020
Q4 		$22.4M Sell
674,994
-6,386
-0.9% -$211K 0.95% 24
2020
Q3 		$22.6M Sell
681,380
-108,097
-14% -$3.59M 0.95% 24
2020
Q2 		$26.2M Sell
789,477
-208,256
-21% -$6.89M 1.2% 16
2020
Q1 		$33.1M Buy
997,733
+441,360
+79% +$14M 1.78% 11
2019
Q4 		$17.2M Buy
556,373
+386,476
+227% +$12M 0.77% 23
2019
Q3 		$5.31M Buy
169,897
+21,357
+14% +$665K 0.26% 98
2019
Q2 		$4.59M Buy
+148,540
New +$4.51M 0.24% 90

Other funds holding SPTI

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
True Blue Financial
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
S.R. Schill & Associates
S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Gradient Investments's SPTI Position: Q3 2026 in Review

Gradient Investments reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 0.64% in Q3 2026, selling an estimated $276K and leaving 1,530,221 shares worth $41.7M. The position accounts for 0.6% of the portfolio, ranked #49.

Gradient Investments first reported a position in SPTI in Q2 2019 and has held it in 30 quarters since. The position peaked at $136M in Q3 2022. 87 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

  • Gradient Investments held 1,530,221 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $41.7M as of Q3 2026.
  • Gradient Investments sold 9,854 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2026, an estimated $276K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.6% of Gradient Investments's portfolio in Q3 2026, its #49 holding.
  • Gradient Investments first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2019 and has held it in 30 quarters since.
  • Gradient Investments's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $136M in Q3 2022.
  • 87 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.