Merit Financial Group’s State Street SPDR Portfolio Intermediate Term Treasury 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 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%	-$9.73M	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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

SRSA

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $237M AUM

Merit Financial Group's SPTI Position: Q2 2026 in Review

Merit Financial Group increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 3.9% in Q2 2026, buying an estimated $6.85M and bringing the position to 6,449,298 shares worth $183M. The position accounts for 1.12% of the portfolio, ranked #16.

Merit Financial Group first reported a position in SPTI in Q3 2022 and has held it in 16 quarters since. 55 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Merit Financial Group held 6,449,298 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $183M as of Q2 2026.
Merit Financial Group bought 240,944 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $6.85M.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 1.12% of Merit Financial Group's portfolio in Q2 2026, its #16 holding.
Merit Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
55 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.