NFP
SPTI icon

Narus Financial Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Narus Financial Partners’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 		$2.81M Buy
98,954
+7,993
+9% +$227K 0.72% 23
2026
Q1 		$2.61M Buy
90,961
+2,713
+3% +$78.2K 0.68% 24
2025
Q4 		$2.55M Sell
88,248
-1,645
-2% -$47.6K 0.7% 23
2025
Q3 		$2.6M Buy
89,893
+2,515
+3% +$72.3K 0.71% 23
2025
Q2 		$2.51M Buy
87,378
+3,686
+4% +$105K 0.78% 22
2025
Q1 		$2.39M Sell
83,692
-670
-0.8% -$18.9K 0.81% 24
2024
Q4 		$2.35M Sell
84,362
-16,615
-16% -$470K 0.8% 24
2024
Q3 		$2.93M Buy
100,977
+4,775
+5% +$137K 1.05% 14
2024
Q2 		$2.7M Buy
96,202
+3,364
+4% +$93.6K 1.09% 15
2024
Q1 		$2.62M Buy
92,838
+7,197
+8% +$203K 1.12% 19
2023
Q4 		$2.45M Sell
85,641
-8,957
-9% -$249K 1.18% 15
2023
Q3 		$2.6M Buy
94,598
+3,469
+4% +$96.9K 1.34% 13
2023
Q2 		$2.58M Buy
91,129
+3,729
+4% +$107K 1.33% 13
2023
Q1 		$2.53M Buy
87,400
+7,860
+10% +$225K 1.37% 12
2022
Q4 		$2.25M Sell
79,540
-11,214
-12% -$316K 1.3% 12
2022
Q3 		$2.55M Buy
90,754
+4,289
+5% +$125K 1.61% 7
2022
Q2 		$2.55M Sell
86,465
-27,186
-24% -$803K 1.62% 10
2022
Q1 		$3.44M Buy
+113,651
New +$3.54M 1.93% 6
2021
Q1 		$2.19M Buy
+68,161
New +$2.22M 1.3% 9
2019
Q4 		$1.31M Buy
42,267
+14,969
+55% +$466K 0.92% 12
2019
Q3 		$854K Buy
27,298
+7,062
+35% +$220K 0.63% 14
2019
Q2 		$625K Buy
+20,236
New +$614K 0.48% 19

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

Narus Financial Partners's SPTI Position: Q2 2026 in Review

Narus Financial Partners increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 8.8% in Q2 2026, buying an estimated $227K and bringing the position to 98,954 shares worth $2.81M. The position accounts for 0.72% of the portfolio, ranked #23.

Narus Financial Partners first reported a position in SPTI in Q2 2019 and has held it in 22 quarters since. The position peaked at $3.44M in Q1 2022. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Narus Financial Partners held 98,954 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $2.81M as of Q2 2026.
  • Narus Financial Partners bought 7,993 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $227K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.72% of Narus Financial Partners's portfolio in Q2 2026, its #23 holding.
  • Narus Financial Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2019 and has held it in 22 quarters since.
  • Narus Financial Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $3.44M in Q1 2022.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.