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Independent Advisor Alliance’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Independent Advisor Alliance’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 		$1.41M Sell
49,800
-2,287,658
-98% -$65.1M 0.03% 359
2026
Q1 		$67M Buy
2,337,458
+2,295,031
+5,409% +$66.2M 0.72% 26
2025
Q4 		$1.22M Buy
42,427
+6,908
+19% +$200K 0.03% 418
2025
Q3 		$1.03M Buy
35,519
+3,033
+9% +$87.1K 0.03% 439
2025
Q2 		$935K Buy
32,486
+8,948
+38% +$255K 0.03% 433
2025
Q1 		$673K Sell
23,538
-1,423,582
-98% -$40.1M 0.02% 454
2024
Q4 		$40.3M Buy
1,447,120
+1,420,236
+5,283% +$40.1M 0.53% 34
2024
Q3 		$781K Buy
26,884
+148
+0.6% +$4.25K 0.03% 373
2024
Q2 		$749K Buy
26,736
+3,024
+13% +$84.1K 0.03% 382
2024
Q1 		$668K Buy
23,712
+8,484
+56% +$240K 0.02% 394
2023
Q4 		$435K Buy
+15,228
New +$423K 0.02% 464

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

Independent Advisor Alliance's SPTI Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 98% in Q2 2026, selling an estimated $65.1M and leaving 49,800 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #359.

Independent Advisor Alliance first reported a position in SPTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $67M in Q1 2026. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Independent Advisor Alliance held 49,800 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1.41M as of Q2 2026.
  • Independent Advisor Alliance sold 2,287,658 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $65.1M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #359 holding.
  • Independent Advisor Alliance first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Independent Advisor Alliance's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $67M in Q1 2026.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.