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Jefferson Bridge Capital’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Jefferson Bridge Capital’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 		$708K Sell
24,943
-6,771
-21% -$193K 0.61% 46
2026
Q1 		$909K Buy
31,714
+1,537
+5% +$44.3K 0.9% 37
2025
Q4 		$870K Buy
+30,177
New +$873K 0.88% 39

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

Jefferson Bridge Capital's SPTI Position: Q2 2026 in Review

Jefferson Bridge Capital reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 21% in Q2 2026, selling an estimated $193K and leaving 24,943 shares worth $708K. The position accounts for 0.61% of the portfolio, ranked #46.

Jefferson Bridge Capital first reported a position in SPTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $909K in Q1 2026. 246 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Jefferson Bridge Capital held 24,943 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $708K as of Q2 2026.
  • Jefferson Bridge Capital sold 6,771 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $193K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.61% of Jefferson Bridge Capital's portfolio in Q2 2026, its #46 holding.
  • Jefferson Bridge Capital first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Jefferson Bridge Capital's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $909K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Jefferson Bridge Capital's 13F filing for Q2 2026, filed 21 Jul 2026.