Hibernia Wealth Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Hibernia Wealth Partners’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	$247K	Sell	8,706 -2,629	-23%	-$74.8K	0.13%	63
2026 Q1	$325K	Buy	+11,335	New	+$327K	0.1%	84
2025 Q1	–	Sell	-21,305	Closed	-$594K	–	55
2024 Q4	$594K	Sell	21,305 -17,546	-45%	-$496K	0.39%	31
2024 Q3	$1.13M	Buy	38,851 +5,082	+15%	+$146K	0.34%	34
2024 Q2	$946K	Buy	33,769 +22,850	+209%	+$636K	0.33%	31
2024 Q1	$308K	Buy	+10,919	New	+$308K	0.21%	58
2023 Q4	–	Sell	-459,881	Closed	-$12.7M	–	295
2023 Q3	$12.7M	Buy	+459,881	New	+$12.9M	9.8%	3

Other funds holding SPTI

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

MFG

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

EWM

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

SGAM

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

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Hibernia Wealth Partners's SPTI Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 23% in Q2 2026, selling an estimated $74.8K and leaving 8,706 shares worth $247K. The position accounts for 0.13% of the portfolio, ranked #63.

Hibernia Wealth Partners first reported a position in SPTI in Q3 2023 and has held it in 7 quarters since. The position peaked at $12.7M in Q3 2023. 122 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Hibernia Wealth Partners held 8,706 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $247K as of Q2 2026.
Hibernia Wealth Partners sold 2,629 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $74.8K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.13% of Hibernia Wealth Partners's portfolio in Q2 2026, its #63 holding.
Hibernia Wealth Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2023 and has held it in 7 quarters since.
Hibernia Wealth Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $12.7M in Q3 2023.
122 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.