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

Lido 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
Q1 		– Sell
-50,247
Closed -$1.45M – 2123
2025
Q4 		$1.45M Buy
50,247
+146
+0.3% +$4.22K ﹤0.01% 832
2025
Q3 		$1.45M Buy
50,101
+37,287
+291% +$1.07M ﹤0.01% 788
2025
Q2 		$369K Buy
+12,814
New +$365K ﹤0.01% 1240

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
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 22.9% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lido Advisors's SPTI Position: Q1 2026 in Review

Lido Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2026, closing a stake of 50,247 shares — an estimated $1.45M sold.

Lido Advisors first reported a position in SPTI in Q2 2025 and held it in 3 quarters. The position peaked at $1.45M in Q4 2025. 404 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Lido Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 50,247 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $1.45M.
  • Lido Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2025 and held it in 3 quarters.
  • Lido Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.45M in Q4 2025.
  • 404 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.