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

IFG 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 		$9.67M Buy
+340,699
New +$9.69M 0.34% 81
2026
Q1 		– Sell
-301,794
Closed -$8.7M – 799
2025
Q4 		$8.7M Buy
301,794
+16,324
+6% +$472K 0.38% 69
2025
Q3 		$8.25M Buy
285,470
+3,770
+1% +$108K 0.38% 71
2025
Q2 		$8.1M Buy
281,700
+5,224
+2% +$149K 0.41% 60
2025
Q1 		$7.9M Buy
276,476
+1,035
+0.4% +$29.1K 0.44% 55
2024
Q4 		$7.68M Sell
275,441
-20,179
-7% -$570K 0.44% 55
2024
Q3 		$8.59M Buy
295,620
+73,525
+33% +$2.11M 0.55% 42
2024
Q2 		$6.22M Sell
222,095
-6,800
-3% -$189K 0.4% 56
2024
Q1 		$6.45M Sell
228,895
-51,137
-18% -$1.44M 0.48% 47
2023
Q4 		$8M Buy
280,032
+29,648
+12% +$823K 0.59% 30
2023
Q3 		$6.89M Buy
250,384
+153,675
+159% +$4.29M 0.58% 29
2023
Q2 		$2.74M Buy
96,709
+38,318
+66% +$1.1M 0.24% 122
2023
Q1 		$1.69M Buy
58,391
+43,191
+284% +$1.24M 0.16% 159
2022
Q4 		$429K Buy
15,200
+3,074
+25% +$86.7K 0.04% 340
2022
Q3 		$341K Sell
12,126
-1,091,870
-99% -$31.9M 0.03% 383
2022
Q2 		$32.5M Buy
1,103,996
+1,068,444
+3,005% +$31.5M 3.46% 2
2022
Q1 		$1.08M Buy
35,552
+24,891
+233% +$776K 0.11% 200
2021
Q4 		$341K Buy
+10,661
New +$342K 0.03% 384

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
GI
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFG Advisory's SPTI Position: Q2 2026 in Review

IFG Advisory opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026: 340,699 shares worth $9.67M. The stake represents 0.34% of the portfolio and ranks #81 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SPTI as recently as Q4 2025.

IFG Advisory first reported a position in SPTI in Q4 2021 and has held it in 18 quarters since. The position peaked at $32.5M in Q2 2022. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • IFG Advisory held 340,699 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $9.67M as of Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF was a new IFG Advisory position in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.34% of IFG Advisory's portfolio in Q2 2026, its #81 holding.
  • IFG Advisory first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2021 and has held it in 18 quarters since.
  • IFG Advisory's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $32.5M in Q2 2022.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.