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LRI Investments’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

LRI Investments’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 		$8.43K Sell
297
-81
-21% -$2.3K ﹤0.01% 1006
2026
Q1 		$10.8K Sell
378
-73
-16% -$2.1K ﹤0.01% 867
2025
Q4 		$13K Sell
451
-95
-17% -$2.75K ﹤0.01% 798
2025
Q3 		$15.8K Sell
546
-1,976
-78% -$56.8K ﹤0.01% 774
2025
Q2 		$72.6K Sell
2,522
-86
-3% -$2.45K 0.01% 489
2025
Q1 		$74.5K Buy
+2,608
New +$73.4K 0.01% 468

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

LRI Investments's SPTI Position: Q2 2026 in Review

LRI Investments reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 21% in Q2 2026, selling an estimated $2.3K and leaving 297 shares worth $8.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

LRI Investments first reported a position in SPTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $74.5K in Q1 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • LRI Investments held 297 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $8.43K as of Q2 2026.
  • LRI Investments sold 81 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $2.3K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1006 holding.
  • LRI Investments first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • LRI Investments's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $74.5K in Q1 2025.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.