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Key Financial Inc’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Key Financial Inc’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 		$6.5M Sell
229,094
-8,647
-4% -$246K 1.07% 22
2026
Q1 		$6.81M Buy
237,741
+1,862
+0.8% +$53.7K 1.21% 19
2025
Q4 		$6.8M Buy
235,879
+6,044
+3% +$175K 1.24% 20
2025
Q3 		$6.64M Sell
229,835
-2,835
-1% -$81.5K 1.23% 18
2025
Q2 		$6.69M Sell
232,670
-6,928
-3% -$197K 1.35% 18
2025
Q1 		$6.85M Buy
239,598
+9,240
+4% +$260K 1.49% 15
2024
Q4 		$6.42M Sell
230,358
-5,593
-2% -$158K 1.46% 16
2024
Q3 		$6.86M Buy
235,951
+17,346
+8% +$498K 1.52% 15
2024
Q2 		$6.13M Buy
218,605
+17,390
+9% +$484K 1.47% 15
2024
Q1 		$5.67M Buy
201,215
+18,566
+10% +$524K 1.45% 17
2023
Q4 		$5.22M Buy
+182,649
New +$5.07M 1.43% 16

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

Key Financial Inc's SPTI Position: Q2 2026 in Review

Key Financial Inc reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 3.6% in Q2 2026, selling an estimated $246K and leaving 229,094 shares worth $6.5M. The position accounts for 1.07% of the portfolio, ranked #22.

Key Financial Inc first reported a position in SPTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.86M in Q3 2024. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Key Financial Inc held 229,094 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $6.5M as of Q2 2026.
  • Key Financial Inc sold 8,647 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $246K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 1.07% of Key Financial Inc's portfolio in Q2 2026, its #22 holding.
  • Key Financial Inc first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Key Financial Inc's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $6.86M in Q3 2024.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.