LPL Financial
SPTI icon

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

LPL Financial’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 		$1.54B Buy
53,851,890
+5,039,791
+10% +$145M 0.41% 48
2025
Q4 		$1.41B Buy
48,812,099
+1,719,493
+4% +$49.8M 0.38% 49
2025
Q3 		$1.36B Buy
47,092,606
+2,918,962
+7% +$83.9M 0.4% 50
2025
Q2 		$1.27B Buy
44,173,644
+5,926,514
+15% +$169M 0.42% 44
2025
Q1 		$1.09B Sell
38,247,130
-143,074
-0.4% -$4.03M 0.43% 45
2024
Q4 		$1.07B Buy
38,390,204
+1,612,302
+4% +$45.6M 0.44% 42
2024
Q3 		$1.07B Buy
36,777,902
+3,368,959
+10% +$96.7M 0.48% 38
2024
Q2 		$936M Buy
33,408,943
+1,240,066
+4% +$34.5M 0.47% 39
2024
Q1 		$907M Buy
32,168,877
+4,164,467
+15% +$118M 0.49% 38
2023
Q4 		$800M Buy
28,004,410
+1,520,976
+6% +$42.2M 0.48% 38
2023
Q3 		$729M Buy
26,483,434
+1,350,991
+5% +$37.8M 0.51% 35
2023
Q2 		$711M Buy
25,132,443
+6,725,667
+37% +$193M 0.51% 35
2023
Q1 		$533M Buy
18,406,776
+11,763,464
+177% +$336M 0.41% 46
2022
Q4 		$188M Buy
6,643,312
+1,196,323
+22% +$33.8M 0.16% 122
2022
Q3 		$153M Buy
5,446,989
+549,469
+11% +$16.1M 0.15% 135
2022
Q2 		$144M Sell
4,897,520
-159,483
-3% -$4.71M 0.14% 145
2022
Q1 		$153M Buy
5,057,003
+1,895,211
+60% +$59.1M 0.13% 149
2021
Q4 		$101M Buy
3,161,792
+495,965
+19% +$15.9M 0.09% 220
2021
Q3 		$86.1M Buy
2,665,827
+457,416
+21% +$14.9M 0.08% 237
2021
Q2 		$71.5M Buy
2,208,411
+256,771
+13% +$8.3M 0.07% 250
2021
Q1 		$62.6M Sell
1,951,640
-145,404
-7% -$4.74M 0.07% 253
2020
Q4 		$69.3M Sell
2,097,044
-190,800
-8% -$6.31M 0.09% 210
2020
Q3 		$76M Buy
2,287,844
+911,141
+66% +$30.3M 0.12% 165
2020
Q2 		$45.7M Buy
1,376,703
+961,063
+231% +$31.8M 0.08% 226
2020
Q1 		$13.8M Buy
415,640
+214,770
+107% +$6.84M 0.03% 404
2019
Q4 		$6.21M Buy
200,870
+10,265
+5% +$319K 0.01% 754
2019
Q3 		$5.96M Buy
190,605
+162,431
+577% +$5.05M 0.01% 730
2019
Q2 		$871K Buy
28,174
+4,814
+21% +$146K ﹤0.01% 1828
2019
Q1 		$705K Buy
23,360
+408
+2% +$12.2K ﹤0.01% 1922
2018
Q4 		$683K Sell
22,952
-2,484
-10% -$72.4K ﹤0.01% 1801
2018
Q3 		$740K Buy
25,436
+262
+1% +$7.66K ﹤0.01% 1912
2018
Q2 		$739K Sell
25,174
-1,718
-6% -$50.2K ﹤0.01% 1873
2018
Q1 		$791K Sell
26,892
-8,228
-23% -$242K ﹤0.01% 1783
2017
Q4 		$1.04M Sell
35,120
-23,250
-40% -$694K ﹤0.01% 1502
2017
Q3 		$1.75M Sell
58,370
-38,174
-40% -$1.15M 0.01% 1065
2017
Q2 		$2.9M Sell
96,544
-29,636
-23% -$891K 0.01% 760
2017
Q1 		$3.78M Sell
126,180
-10,064
-7% -$301K 0.03% 529
2016
Q4 		$4.06M Sell
136,244
-3,854
-3% -$116K 0.03% 490
2016
Q3 		$4.28M Buy
140,098
+38,862
+38% +$1.19M 0.04% 434
2016
Q2 		$3.13M Sell
101,236
-7,108
-7% -$217K 0.03% 542
2016
Q1 		$3.31M Buy
108,344
+53,330
+97% +$1.62M 0.01% 926
2015
Q4 		$1.65M Buy
55,014
+18,098
+49% +$545K ﹤0.01% 1299
2015
Q3 		$1.12M Buy
36,916
+24,870
+206% +$749K 0.01% 1172
2015
Q2 		$362K Sell
12,046
-584
-5% -$17.6K ﹤0.01% 2156
2015
Q1 		$382K Buy
12,630
+84
+0.7% +$2.53K ﹤0.01% 2051
2014
Q4 		$376K Sell
12,546
-318
-2% -$9.54K ﹤0.01% 1981
2014
Q3 		$384K Buy
+12,864
New +$383K ﹤0.01% 1987

Other funds holding SPTI

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
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return

LPL Financial's SPTI Position: Q1 2026 in Review

LPL Financial increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 10% in Q1 2026, buying an estimated $145M and bringing the position to 53,851,890 shares worth $1.54B. The position accounts for 0.41% of the portfolio, ranked #48.

LPL Financial first reported a position in SPTI in Q3 2014 and has held it in 47 quarters since. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • LPL Financial held 53,851,890 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1.54B as of Q1 2026.
  • LPL Financial bought 5,039,791 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $145M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.41% of LPL Financial's portfolio in Q1 2026, its #48 holding.
  • LPL Financial first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2014 and has held it in 47 quarters since.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.