MIFH
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Migdal Insurance & Financial Holdings’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Migdal Insurance & Financial Holdings’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 		– Sell
-199,019
Closed -$5.74M – 422
2025
Q4 		$5.74M Buy
199,019
+56,519
+40% +$1.64M 0.05% 94
2025
Q3 		$4.12M Buy
142,500
+29,961
+27% +$861K 0.04% 98
2025
Q2 		$3.24M Sell
112,539
-1,358,791
-92% -$38.7M 0.04% 110
2025
Q1 		$42.1M Sell
1,471,330
-260,626
-15% -$7.33M 0.59% 37
2024
Q4 		$48.3M Buy
1,731,956
+52,394
+3% +$1.48M 0.69% 38
2024
Q3 		$48.8M Sell
1,679,562
-106,169
-6% -$3.05M 0.79% 33
2024
Q2 		$50M Buy
1,785,731
+1,102,819
+161% +$30.7M 0.84% 29
2024
Q1 		$19.2M Buy
682,912
+119,136
+21% +$3.36M 0.31% 62
2023
Q4 		$16.1M Buy
563,776
+119,678
+27% +$3.32M 0.32% 65
2023
Q3 		$12.2M Buy
444,098
+195,416
+79% +$5.46M 0.26% 65
2023
Q2 		$7.04M Buy
248,682
+148,438
+148% +$4.27M 0.16% 79
2023
Q1 		$2.9M Buy
100,244
+67,392
+205% +$1.93M 0.06% 104
2022
Q4 		$928K Buy
32,852
+361
+1% +$10.2K 0.02% 136
2022
Q3 		$914K Buy
32,491
+10,515
+48% +$308K 0.02% 144
2022
Q2 		$648K Sell
21,976
-5,256
-19% -$155K 0.01% 158
2022
Q1 		$825K Sell
27,232
-4,555
-14% -$142K 0.01% 194
2021
Q4 		$1.02M Sell
31,787
-367
-1% -$11.8K 0.01% 197
2021
Q3 		$1.04M Buy
32,154
+185
+0.6% +$6.03K 0.01% 213
2021
Q2 		$1.03M Buy
31,969
+1,706
+6% +$55.1K 0.01% 229
2021
Q1 		$971K Sell
30,263
-1,423
-4% -$46.4K 0.01% 244
2020
Q4 		$1.05M Buy
31,686
+5,887
+23% +$195K 0.01% 190
2020
Q3 		$858K Buy
25,799
+2,599
+11% +$86.4K 0.01% 311
2020
Q2 		$771K Buy
23,200
+4,156
+22% +$138K 0.01% 271
2020
Q1 		$631K Sell
19,044
-8,051
-30% -$256K 0.01% 216
2019
Q4 		$838K Buy
27,095
+13,111
+94% +$408K 0.02% 237
2019
Q3 		$437K Buy
13,984
+468
+3% +$14.6K 0.01% 341
2019
Q2 		$418K Buy
13,516
+3,318
+33% +$101K 0.01% 327
2019
Q1 		$308K Buy
10,198
+3,228
+46% +$96.2K 0.01% 357
2018
Q4 		$208K Sell
6,970
-158
-2% -$4.6K ﹤0.01% 373
2018
Q3 		$207K Buy
7,128
+578
+9% +$16.9K ﹤0.01% 514
2018
Q2 		$192K Buy
6,550
+456
+7% +$13.3K ﹤0.01% 439
2018
Q1 		$179K Buy
6,094
+822
+16% +$24.2K ﹤0.01% 369
2017
Q4 		$157K Buy
5,272
+2
+0% +$60 ﹤0.01% 337
2017
Q3 		$158K Sell
5,270
-600
-10% -$18.1K ﹤0.01% 324
2017
Q2 		$176K Buy
5,870
+268
+5% +$8.06K ﹤0.01% 298
2017
Q1 		$168K Sell
5,602
-460
-8% -$13.7K ﹤0.01% 332
2016
Q4 		$181K Buy
6,062
+90
+2% +$2.71K ﹤0.01% 278
2016
Q3 		$183K Buy
5,972
+172
+3% +$5.28K 0.01% 105
2016
Q2 		$179K Buy
5,800
+62
+1% +$1.89K ﹤0.01% 119
2016
Q1 		$175K Buy
5,738
+368
+7% +$11.2K 0.01% 110
2015
Q4 		$162K Buy
+5,370
New +$162K ﹤0.01% 108

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
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
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Migdal Insurance & Financial Holdings's SPTI Position: Q1 2026 in Review

Migdal Insurance & Financial Holdings sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2026, closing a stake of 199,019 shares — an estimated $5.74M sold.

Migdal Insurance & Financial Holdings first reported a position in SPTI in Q4 2015 and held it in 41 quarters. The position peaked at $50M in Q2 2024. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Migdal Insurance & Financial Holdings reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 199,019 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $5.74M.
  • Migdal Insurance & Financial Holdings first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2015 and held it in 41 quarters.
  • Migdal Insurance & Financial Holdings's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $50M in Q2 2024.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.