Jim Simons
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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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $432B AUM 30.22% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jim Simons's SPTI Position: Q1 2026 in Review

Jim Simons increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 367% in Q1 2026, buying an estimated $4.91M and bringing the position to 216,700 shares worth $6.21M. The position accounts for 0.01% of the portfolio, ranked #1240.

Jim Simons first reported a position in SPTI in Q1 2019 and has held it in 15 quarters since. The position peaked at $8.77M in Q2 2021. 404 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Jim Simons held 216,700 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $6.21M as of Q1 2026.
  • Jim Simons bought 170,300 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $4.91M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1240 holding.
  • Jim Simons first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2019 and has held it in 15 quarters since.
  • Jim Simons's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $8.77M in Q2 2021.
  • 404 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.