Merit Financial Group
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Merit Financial Group’s State Street SPDR Portfolio Intermediate Term Treasury Index ETF SPTI Stock Holding History

Merit Financial Group’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
Q3 		$168M Sell
6,158,759
-290,539
-5% -$8.12M 0.94% 18
2026
Q2 		$183M Buy
6,449,298
+240,944
+4% +$6.85M 1.12% 16
2026
Q1 		$178M Buy
6,208,354
+450,448
+8% +$13M 1.32% 12
2025
Q4 		$166M Buy
5,757,906
+377,331
+7% +$10.9M 1.33% 15
2025
Q3 		$155M Buy
5,380,575
+291,256
+6% +$8.37M 1.43% 11
2025
Q2 		$146M Buy
5,089,319
+589,919
+13% +$16.8M 1.63% 12
2025
Q1 		$129M Sell
4,499,400
-18,091
-0.4% -$509K 1.93% 8
2024
Q4 		$126M Buy
4,517,491
+199,315
+5% +$5.63M 2.26% 6
2024
Q3 		$125M Sell
4,318,176
-338,946
-7% -$9.7M 2.81% 6
2024
Q2 		$130M Sell
4,657,122
-447,752
-9% -$12.5M 2.88% 5
2024
Q1 		$142M Buy
5,104,874
+944,864
+23% +$26.7M 3.37% 4
2023
Q4 		$119M Buy
4,160,010
+3,585,095
+624% +$99.5M 3.61% 5
2023
Q3 		$15.8M Buy
574,915
+56,350
+11% +$1.57M 0.52% 29
2023
Q2 		$14.7M Buy
518,565
+426,036
+460% +$12.3M 0.47% 32
2023
Q1 		$2.68M Buy
92,529
+3,431
+4% +$98.1K 0.1% 161
2022
Q4 		$2.52M Buy
89,098
+76,863
+628% +$2.17M 0.09% 164
2022
Q3 		$344K Buy
+12,235
New +$358K 0.01% 413

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
One Day In July LLC
One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Evermay Wealth Management
Evermay Wealth Management Arlington, Virginia $996M AUM 10.6% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Merit Financial Group's SPTI Position: Q3 2026 in Review

Merit Financial Group reduced its State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) stake by 4.5% in Q3 2026, selling an estimated $8.12M and leaving 6,158,759 shares worth $168M. The position accounts for 0.94% of the portfolio, ranked #18.

Merit Financial Group first reported a position in SPTI in Q3 2022 and has held it in 17 quarters since. The position peaked at $183M in Q2 2026. 277 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

  • Merit Financial Group held 6,158,759 shares of State Street SPDR Portfolio Intermediate Term Treasury Index ETF worth $168M as of Q3 2026.
  • Merit Financial Group sold 290,539 State Street SPDR Portfolio Intermediate Term Treasury Index ETF shares in Q3 2026, an estimated $8.12M.
  • State Street SPDR Portfolio Intermediate Term Treasury Index ETF made up 0.94% of Merit Financial Group's portfolio in Q3 2026, its #18 holding.
  • Merit Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF in Q3 2022 and has held it in 17 quarters since.
  • Merit Financial Group's State Street SPDR Portfolio Intermediate Term Treasury Index ETF position peaked at $183M in Q2 2026.
  • 277 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury Index ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.