Halbert Hargrove Global Advisors’s State Street SPDR Portfolio Intermediate Term Treasury Index 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 Q3	$110	Buy	4 +1	+33%	+$28	﹤0.01%	357
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 $468B AUM 17.69% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Evermay Wealth Management Arlington, Virginia $996M AUM 10.6% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Halbert Hargrove Global Advisors's SPTI Position: Q3 2026 in Review

Halbert Hargrove Global Advisors increased its State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) stake by 33% in Q3 2026, buying an estimated $28 and bringing the position to 4 shares worth $110. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Halbert Hargrove Global Advisors first reported a position in SPTI in Q4 2024 and has held it in 8 quarters since. The position peaked at $116 in Q4 2025. 233 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

Halbert Hargrove Global Advisors held 4 shares of State Street SPDR Portfolio Intermediate Term Treasury Index ETF worth $110 as of Q3 2026.
Halbert Hargrove Global Advisors bought 1 State Street SPDR Portfolio Intermediate Term Treasury Index ETF share in Q3 2026, an estimated $28.
State Street SPDR Portfolio Intermediate Term Treasury Index ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #357 holding.
Halbert Hargrove Global Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF in Q4 2024 and has held it in 8 quarters since.
Halbert Hargrove Global Advisors's State Street SPDR Portfolio Intermediate Term Treasury Index ETF position peaked at $116 in Q4 2025.
233 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury Index ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.