Jim Simons’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Jim Simons’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	$6M	Sell	211,304 -5,396	-2%	-$153K	0.01%	1355
2026 Q1	$6.21M	Buy	216,700 +170,300	+367%	+$4.91M	0.01%	1240
2025 Q4	$1.34M	Sell	46,400 -142,400	-75%	-$4.12M	﹤0.01%	2110
2025 Q3	$5.46M	Buy	188,800 +24,900	+15%	+$715K	0.01%	1437
2025 Q2	$4.72M	Buy	+163,900	New	+$4.67M	0.01%	1560
2022 Q1	–	Sell	-177,800	Closed	-$5.7M	–	4441
2021 Q4	$5.7M	Buy	177,800 +114,400	+180%	+$3.67M	0.01%	1448
2021 Q3	$2.05M	Sell	63,400 -207,500	-77%	-$6.76M	﹤0.01%	2071
2021 Q2	$8.77M	Buy	270,900 +900	+0.3%	+$29.1K	0.01%	1273
2021 Q1	$8.66M	Buy	270,000 +14,400	+6%	+$469K	0.01%	1289
2020 Q4	$8.45M	Buy	255,600 +135,211	+112%	+$4.47M	0.01%	1273
2020 Q3	$4M	Sell	120,389 -73,111	-38%	-$2.43M	﹤0.01%	1699
2020 Q2	$6.43M	Buy	193,500 +87,200	+82%	+$2.89M	0.01%	1480
2020 Q1	$3.52M	Buy	+106,300	New	+$3.38M	﹤0.01%	1763
2019 Q4	–	Sell	-23,600	Closed	-$738K	–	3728
2019 Q3	$738K	Sell	23,600 -3,800	-14%	-$118K	﹤0.01%	2714
2019 Q2	$847K	Buy	27,400 +10,800	+65%	+$328K	﹤0.01%	2766
2019 Q1	$501K	Buy	+16,600	New	+$495K	﹤0.01%	2920

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jim Simons's SPTI Position: Q2 2026 in Review

Jim Simons reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 2.5% in Q2 2026, selling an estimated $153K and leaving 211,304 shares worth $6M. The position accounts for 0.01% of the portfolio, ranked #1355.

Jim Simons first reported a position in SPTI in Q1 2019 and has held it in 16 quarters since. The position peaked at $8.77M in Q2 2021. 410 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Jim Simons held 211,304 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $6M as of Q2 2026.
Jim Simons sold 5,396 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $153K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Jim Simons's portfolio in Q2 2026, its #1355 holding.
Jim Simons first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2019 and has held it in 16 quarters since.
Jim Simons's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $8.77M in Q2 2021.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.