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MAI Capital Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

MAI Capital Management’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 		– Sell
-280
Closed -$8.03K – 4368
2026
Q1 		$8.03K Hold
280
– – ﹤0.01% 3269
2025
Q4 		$8.08K Sell
280
-247
-47% -$7.15K ﹤0.01% 2937
2025
Q3 		$15.2K Hold
527
– – ﹤0.01% 2538
2025
Q2 		$15.2K Buy
527
+213
+68% +$6.07K ﹤0.01% 2499
2025
Q1 		$8.97K Sell
314
-370
-54% -$10.4K ﹤0.01% 2524
2024
Q4 		$19.1K Buy
+684
New +$19.3K ﹤0.01% 2243

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

MAI Capital Management's SPTI Position: Q2 2026 in Review

MAI Capital Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026, closing a stake of 280 shares — an estimated $8.03K sold.

MAI Capital Management first reported a position in SPTI in Q4 2024 and held it in 6 quarters. The position peaked at $19.1K in Q4 2024. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • MAI Capital Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 280 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $8.03K.
  • MAI Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $19.1K in Q4 2024.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.