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

Invested 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 		$291K Buy
10,253
+742
+8% +$21.1K 0.26% 111
2026
Q1 		$273K Buy
9,511
+156
+2% +$4.5K 0.28% 103
2025
Q4 		$270K Buy
+9,355
New +$271K 0.28% 99

Other funds holding SPTI

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SWIG
Strategic Wealth Investment Group Louisville, Kentucky $825M AUM 11.63% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Invested Advisors's SPTI Position: Q2 2026 in Review

Invested Advisors increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 7.8% in Q2 2026, buying an estimated $21.1K and bringing the position to 10,253 shares worth $291K. The position accounts for 0.26% of the portfolio, ranked #111.

Invested Advisors first reported a position in SPTI in Q4 2025 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Invested Advisors held 10,253 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $291K as of Q2 2026.
  • Invested Advisors bought 742 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $21.1K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.26% of Invested Advisors's portfolio in Q2 2026, its #111 holding.
  • Invested Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 225 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.