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Independent Financial Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Independent Financial Group’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 		$803K Buy
28,285
+768
+3% +$21.8K 0.02% 780
2026
Q1 		$789K Sell
27,517
-3,395
-11% -$97.9K 0.02% 715
2025
Q4 		$892K Sell
30,912
-15,970
-34% -$462K 0.02% 664
2025
Q3 		$1.35M Sell
46,882
-16,133
-26% -$464K 0.03% 512
2025
Q2 		$1.81M Sell
63,015
-16,767
-21% -$478K 0.05% 371
2025
Q1 		$2.28M Sell
79,782
-3,522
-4% -$99.1K 0.08% 247
2024
Q4 		$2.32M Buy
83,304
+16,437
+25% +$465K 0.08% 252
2024
Q3 		$1.94M Buy
66,867
+15,680
+31% +$450K 0.07% 273
2024
Q2 		$1.43M Buy
51,187
+16,393
+47% +$456K 0.06% 305
2024
Q1 		$980K Buy
34,794
+27,336
+367% +$772K 0.05% 383
2023
Q4 		$213K Buy
+7,458
New +$207K 0.01% 869

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 Financial Group's SPTI Position: Q2 2026 in Review

Independent Financial Group increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 2.8% in Q2 2026, buying an estimated $21.8K and bringing the position to 28,285 shares worth $803K. The position accounts for 0.02% of the portfolio, ranked #780.

Independent Financial Group first reported a position in SPTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.32M in Q4 2024. 408 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Independent Financial Group held 28,285 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $803K as of Q2 2026.
  • Independent Financial Group bought 768 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $21.8K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #780 holding.
  • Independent Financial Group 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 Financial Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $2.32M in Q4 2024.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.