GI
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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
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 		$35.5M 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

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

Gradient Investments's SPTI Position: Q2 2026 in Review

Gradient Investments increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 14% in Q2 2026, buying an estimated $5.54M and bringing the position to 1,540,075 shares worth $43.7M. The position accounts for 0.6% of the portfolio, ranked #51.

Gradient Investments first reported a position in SPTI in Q2 2019 and has held it in 29 quarters since. The position peaked at $136M in Q3 2022. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Gradient Investments held 1,540,075 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $43.7M as of Q2 2026.
  • Gradient Investments bought 194,750 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $5.54M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.6% of Gradient Investments's portfolio in Q2 2026, its #51 holding.
  • Gradient Investments first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2019 and has held it in 29 quarters since.
  • Gradient Investments's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $136M in Q3 2022.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.