Janney Montgomery Scott
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Janney Montgomery Scott’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Janney Montgomery Scott’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 		$1.78M Buy
62,613
+1,726
+3% +$49.1K ﹤0.01% 1553
2026
Q1 		$1.75M Sell
60,887
-58,884
-49% -$1.7M ﹤0.01% 1353
2025
Q4 		$3.45M Sell
119,771
-4,013
-3% -$116K 0.01% 1069
2025
Q3 		$3.58M Sell
123,784
-550
-0.4% -$15.8K 0.01% 1041
2025
Q2 		$3.58M Buy
124,334
+18,767
+18% +$535K 0.01% 952
2025
Q1 		$3.02M Buy
105,567
+3,042
+3% +$85.6K 0.01% 985
2024
Q4 		$2.86M Buy
+102,525
New +$2.9M 0.01% 1004
2020
Q4 		– Sell
-24,101
Closed -$801K – 2272
2020
Q3 		$801K Buy
24,101
+253
+1% +$8.41K ﹤0.01% 1193
2020
Q2 		$792K Buy
23,848
+15,448
+184% +$511K 0.01% 1154
2020
Q1 		$278K Buy
+8,400
New +$267K ﹤0.01% 1524

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

Janney Montgomery Scott's SPTI Position: Q2 2026 in Review

Janney Montgomery Scott increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 2.8% in Q2 2026, buying an estimated $49.1K and bringing the position to 62,613 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

Janney Montgomery Scott first reported a position in SPTI in Q1 2020 and has held it in 10 quarters since. The position peaked at $3.58M in Q3 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Janney Montgomery Scott held 62,613 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1.78M as of Q2 2026.
  • Janney Montgomery Scott bought 1,726 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $49.1K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1553 holding.
  • Janney Montgomery Scott first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2020 and has held it in 10 quarters since.
  • Janney Montgomery Scott's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $3.58M in Q3 2025.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.