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Keel Point’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Keel Point’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 		$410K Buy
14,293
+2
+0% +$58 0.03% 297
2025
Q4 		$412K Buy
14,291
+367
+3% +$10.6K 0.02% 340
2025
Q3 		$402K Buy
13,924
+212
+2% +$6.09K 0.02% 352
2025
Q2 		$394K Sell
13,712
-937
-6% -$26.7K 0.03% 347
2025
Q1 		$419K Sell
14,649
-3,702
-20% -$104K 0.03% 285
2024
Q4 		$512K Sell
18,351
-5,508
-23% -$156K 0.04% 234
2024
Q3 		$693K Sell
23,859
-2,400
-9% -$68.9K 0.06% 186
2024
Q2 		$758K Sell
26,259
-24,226
-48% -$674K 0.07% 168
2024
Q1 		$1.42M Buy
50,485
+7,454
+17% +$210K 0.15% 106
2023
Q4 		$1.23M Buy
43,031
+11,730
+37% +$326K 0.15% 102
2023
Q3 		$862K Sell
31,301
-10,352
-25% -$289K 0.12% 115
2023
Q2 		$1.18M Sell
41,653
-800
-2% -$23K 0.16% 98
2023
Q1 		$1.23M Buy
42,453
+3,250
+8% +$92.9K 0.18% 93
2022
Q4 		$1.11M Buy
+39,203
New +$1.11M 0.17% 99

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $8.81B AUM 10.88% 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 $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Keel Point's SPTI Position: Q1 2026 in Review

Keel Point increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 0.01% in Q1 2026, buying an estimated $58 and bringing the position to 14,293 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #297.

Keel Point first reported a position in SPTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.42M in Q1 2024. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Keel Point held 14,293 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $410K as of Q1 2026.
  • Keel Point bought 2 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $58.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.03% of Keel Point's portfolio in Q1 2026, its #297 holding.
  • Keel Point first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
  • Keel Point's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.42M in Q1 2024.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.