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

Medallion Wealth 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	$51K	Sell	1,780 -75	-4%	-$2.16K	0.02%	473
2025 Q4	$53.5K	Sell	1,855 -10,850	-85%	-$314K	0.02%	463
2025 Q3	$367K	Sell	12,705 -50	-0.4%	-$1.44K	0.13%	157
2025 Q2	$365K	Sell	12,755 -4,000	-24%	-$114K	0.14%	145
2025 Q1	$478K	Buy	16,755 +5,000	+43%	+$141K	0.22%	108
2024 Q4	$333K	Buy	+11,755	New	+$332K	0.17%	131

Other funds holding SPTI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Medallion Wealth Advisors's SPTI Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 4% in Q1 2026, selling an estimated $2.16K and leaving 1,780 shares worth $51K. The position accounts for 0.02% of the portfolio, ranked #473.

Medallion Wealth Advisors first reported a position in SPTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $478K in Q1 2025. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

Medallion Wealth Advisors held 1,780 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $51K as of Q1 2026.
Medallion Wealth Advisors sold 75 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $2.16K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #473 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $478K in Q1 2025.
403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.