LIS
SPTI icon

Legacy Investment Solutions’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$950 Buy
+33
New +$940 ﹤0.01% 599
2024
Q4 		$925 Buy
33
+11
+50% +$311 ﹤0.01% 601
2024
Q3 		$617 Buy
+22
New +$632 ﹤0.01% 590

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Legacy Investment Solutions's SPTI Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2025: 33 shares worth $950. The stake represents ﹤0.01% of the portfolio and ranks #599 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SPTI as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SPTI in Q3 2024 and has held it in 3 quarters since. 385 funds tracked by Wall St. Rank hold SPTI as of Q2 2025.

  • Legacy Investment Solutions held 33 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $950 as of Q2 2025.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF was a new Legacy Investment Solutions position in Q2 2025.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #599 holding.
  • Legacy Investment Solutions first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2024 and has held it in 3 quarters since.
  • 385 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.