Howard Bailey Securities’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Howard Bailey Securities’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	$591K	Buy	20,814 +39	+0.2%	+$1.11K	0.22%	52
2026 Q1	$595K	Sell	20,775 -3,345	-14%	-$96.4K	0.24%	61
2025 Q4	$696K	Sell	24,120 -4,406	-15%	-$128K	0.27%	56
2025 Q3	$824K	Buy	28,526 +11,585	+68%	+$333K	0.23%	59
2025 Q2	$487K	Sell	16,941 -1,465	-8%	-$41.7K	0.15%	75
2025 Q1	$526K	Sell	18,406 -3,896	-17%	-$110K	0.18%	75
2024 Q4	$622K	Sell	22,302 -617	-3%	-$17.4K	0.23%	64
2024 Q3	$666K	Buy	+22,919	New	+$658K	0.25%	59

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

Howard Bailey Securities's SPTI Position: Q2 2026 in Review

Howard Bailey Securities increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 0.19% in Q2 2026, buying an estimated $1.11K and bringing the position to 20,814 shares worth $591K. The position accounts for 0.22% of the portfolio, ranked #52.

Howard Bailey Securities first reported a position in SPTI in Q3 2024 and has held it in 8 quarters since. The position peaked at $824K in Q3 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Howard Bailey Securities held 20,814 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $591K as of Q2 2026.
Howard Bailey Securities bought 39 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $1.11K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.22% of Howard Bailey Securities's portfolio in Q2 2026, its #52 holding.
Howard Bailey Securities first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
Howard Bailey Securities's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $824K in Q3 2025.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.