Harbor Investment Advisory’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Harbor Investment Advisory’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	$131K	Sell	4,617 -35	-0.8%	-$995	0.01%	495
2026 Q1	$133K	Hold	4,652	–	–	0.01%	467
2025 Q4	$134K	Buy	4,652 +4,021	+637%	+$116K	0.01%	468
2025 Q3	$18.2K	Hold	631	–	–	﹤0.01%	807
2025 Q2	$18.2K	Hold	631	–	–	﹤0.01%	798
2025 Q1	$18K	Buy	631 +239	+61%	+$6.73K	﹤0.01%	785
2024 Q4	$10.9K	Hold	392	–	–	﹤0.01%	848
2024 Q3	$11.4K	Hold	392	–	–	﹤0.01%	844
2024 Q2	$11K	Buy	392 +354	+932%	+$9.85K	﹤0.01%	837
2024 Q1	$1.07K	Buy	+38	New	+$1.07K	﹤0.01%	1216

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ODIJL

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

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

SWIG

Strategic Wealth Investment Group Louisville, Kentucky $825M AUM 11.63% 1-Year Est. Return

Harbor Investment Advisory's SPTI Position: Q2 2026 in Review

Harbor Investment Advisory reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 0.75% in Q2 2026, selling an estimated $995 and leaving 4,617 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #495.

Harbor Investment Advisory first reported a position in SPTI in Q1 2024 and has held it in 10 quarters since. The position peaked at $134K in Q4 2025. 276 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Harbor Investment Advisory held 4,617 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $131K as of Q2 2026.
Harbor Investment Advisory sold 35 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $995.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #495 holding.
Harbor Investment Advisory first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Harbor Investment Advisory's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $134K in Q4 2025.
276 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.