Latitude Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Latitude Advisors’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	$208K	Buy	+7,316	New	+$208K	0.08%	233
2026 Q1	–	Sell	-7,925	Closed	-$229K	–	233
2025 Q4	$229K	Sell	7,925 -12,824	-62%	-$371K	0.1%	207
2025 Q3	$600K	Buy	20,749 +3,656	+21%	+$105K	0.27%	88
2025 Q2	$492K	Sell	17,093 -6,881	-29%	-$196K	0.25%	94
2025 Q1	$685K	Sell	23,974 -4,134	-15%	-$116K	0.4%	59
2024 Q4	$784K	Sell	28,108 -8,344	-23%	-$236K	0.44%	53
2024 Q3	$1.06M	Sell	36,452 -2,872	-7%	-$82.5K	0.6%	39
2024 Q2	$1.1M	Buy	39,324 +3,022	+8%	+$84.1K	0.67%	30
2024 Q1	$1.02M	Sell	36,302 -7,659	-17%	-$216K	0.64%	29
2023 Q4	$1.26M	Buy	+43,961	New	+$1.22M	0.88%	24

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

MERSOM

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Latitude Advisors's SPTI Position: Q2 2026 in Review

Latitude Advisors opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026: 7,316 shares worth $208K. The stake represents 0.08% of the portfolio and ranks #233 among its holdings. This is a return to the name: Latitude Advisors previously reported a position in SPTI as recently as Q4 2025.

Latitude Advisors first reported a position in SPTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.26M in Q4 2023. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Latitude Advisors held 7,316 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $208K as of Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF was a new Latitude Advisors position in Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.08% of Latitude Advisors's portfolio in Q2 2026, its #233 holding.
Latitude Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Latitude Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.26M in Q4 2023.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.