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IFP Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

IFP 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
Q2 		$5.11M Buy
179,956
+112,481
+167% +$3.2M 0.09% 245
2026
Q1 		$1.93M Buy
67,475
+6,995
+12% +$202K 0.04% 461
2025
Q4 		$1.74M Buy
60,480
+100
+0.2% +$2.89K 0.04% 453
2025
Q3 		$1.74M Sell
60,380
-4,786
-7% -$138K 0.05% 414
2025
Q2 		$1.87M Sell
65,166
-10,208
-14% -$291K 0.05% 365
2025
Q1 		$2.15M Buy
75,374
+9,238
+14% +$260K 0.07% 341
2024
Q4 		$1.84M Buy
66,136
+1,258
+2% +$35.6K 0.06% 348
2024
Q3 		$1.89M Buy
64,878
+56,269
+654% +$1.62M 0.07% 315
2024
Q2 		$241K Buy
8,609
+1,772
+26% +$49.3K 0.01% 950
2024
Q1 		$193K Sell
6,837
-254
-4% -$7.17K 0.01% 1015
2023
Q4 		$203K Sell
7,091
-14,811
-68% -$411K 0.01% 937
2023
Q3 		$603K Sell
21,902
-49,598
-69% -$1.39M 0.03% 529
2023
Q2 		$2.02M Buy
71,500
+1,466
+2% +$42.2K 0.08% 251
2023
Q1 		$4.1M Sell
70,034
-25
-0% -$715 0.18% 112
2022
Q4 		$4.1M Buy
70,059
+35,729
+104% +$1.01M 0.11% 184
2022
Q3 		$2.06M Buy
34,330
+6,880
+25% +$201K 0.05% 386
2022
Q2 		$1.61M Hold
27,450
– – 0.05% 419
2022
Q1 		$1.61M Buy
27,450
+13,325
+94% +$415K 0.05% 419
2021
Q4 		$455K Sell
14,125
-15,428
-52% -$495K 0.01% 629
2021
Q3 		$969K Buy
29,553
+5,978
+25% +$195K 0.02% 410
2021
Q2 		$762K Buy
23,575
+9,431
+67% +$305K 0.02% 437
2021
Q1 		$455K Sell
14,144
-2,712
-16% -$88.4K 0.01% 553
2020
Q4 		$555K Sell
16,856
-26,416
-61% -$873K 0.02% 476
2020
Q3 		$1.43M Buy
43,272
+36,114
+505% +$1.2M 0.09% 227
2020
Q2 		$238K Buy
7,158
+1,794
+33% +$59.4K 0.02% 604
2020
Q1 		$177K Buy
5,364
+1,073
+25% +$34.2K 0.02% 614
2019
Q4 		$132K Buy
4,291
+272
+7% +$8.46K 0.01% 807
2019
Q3 		$125K Buy
+4,019
New +$125K 0.01% 954
2019
Q1 		– Sell
-100
Closed -$3K – 3298
2018
Q4 		$3K Sell
100
-2
-2% -$58 ﹤0.01% 3066
2018
Q3 		$3K Sell
102
-1,644
-94% -$48.1K ﹤0.01% 3447
2018
Q2 		$51K Buy
1,746
+1,518
+666% +$44.4K ﹤0.01% 1895
2018
Q1 		$7K Hold
228
– – ﹤0.01% 3020
2017
Q4 		$7K Buy
228
+50
+28% +$1.49K ﹤0.01% 3066
2017
Q3 		$5K Hold
178
– – ﹤0.01% 3416
2017
Q2 		$5K Buy
178
+2
+1% +$60 ﹤0.01% 3427
2017
Q1 		$5K Sell
176
-3,616
-95% -$108K ﹤0.01% 3323
2016
Q4 		$113K Buy
3,792
+3,598
+1,855% +$108K 0.01% 1384
2016
Q3 		$6K Buy
194
+64
+49% +$1.96K ﹤0.01% 3148
2016
Q2 		$4K Buy
+130
New +$3.97K ﹤0.01% 3268
2016
Q1 		– Sell
-2,152
Closed -$65K – 3309
2015
Q4 		$65K Buy
+2,152
New +$64.8K ﹤0.01% 1450

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

IFP Advisors's SPTI Position: Q2 2026 in Review

IFP Advisors increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 167% in Q2 2026, buying an estimated $3.2M and bringing the position to 179,956 shares worth $5.11M. The position accounts for 0.09% of the portfolio, ranked #245.

IFP Advisors first reported a position in SPTI in Q4 2015 and has held it in 40 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • IFP Advisors held 179,956 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $5.11M as of Q2 2026.
  • IFP Advisors bought 112,481 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $3.2M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.09% of IFP Advisors's portfolio in Q2 2026, its #245 holding.
  • IFP Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2015 and has held it in 40 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.