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Grimes & Company’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Grimes & Company’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 		$1.93M Buy
+68,144
New +$1.94M 0.04% 199

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

Grimes & Company's SPTI Position: Q2 2026 in Review

Grimes & Company opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026: 68,144 shares worth $1.93M. The stake represents 0.04% of the portfolio and ranks #199 among its holdings.

408 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Grimes & Company held 68,144 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1.93M as of Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF was a new Grimes & Company position in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.04% of Grimes & Company's portfolio in Q2 2026, its #199 holding.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.