Halbert Hargrove Global Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Halbert Hargrove Global Advisors’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	$86	Hold	3	–	–	﹤0.01%	716
2026 Q1	$86	Sell	3 -1	-25%	-$29	﹤0.01%	364
2025 Q4	$116	Hold	4	–	–	﹤0.01%	358
2025 Q3	$116	Hold	4	–	–	﹤0.01%	725
2025 Q2	$116	Hold	4	–	–	﹤0.01%	307
2025 Q1	$115	Hold	4	–	–	﹤0.01%	629
2024 Q4	$112	Buy	+4	New	+$113	﹤0.01%	298

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

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

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

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

Halbert Hargrove Global Advisors's SPTI Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) position steady in Q2 2026 at 3 shares worth $86. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Halbert Hargrove Global Advisors first reported a position in SPTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $116 in Q4 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Halbert Hargrove Global Advisors held 3 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $86 as of Q2 2026.
Halbert Hargrove Global Advisors left its State Street SPDR Portfolio Intermediate Term Treasury ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #716 holding.
Halbert Hargrove Global Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $116 in Q4 2025.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.