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

NewEdge 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 		$1.93M Sell
67,385
-23,091
-26% -$666K 0.01% 1127
2025
Q4 		$2.61M Sell
90,476
-34,269
-27% -$992K 0.01% 938
2025
Q3 		$3.61M Buy
124,745
+1,373
+1% +$39.5K 0.02% 754
2025
Q2 		$3.55M Buy
123,372
+20,931
+20% +$596K 0.02% 705
2025
Q1 		$2.93M Sell
102,441
-129,885
-56% -$3.66M 0.02% 697
2024
Q4 		$6.48M Sell
232,326
-53,057
-19% -$1.5M 0.04% 414
2024
Q3 		$8.29M Sell
285,383
-84,292
-23% -$2.42M 0.05% 342
2024
Q2 		$10.4M Sell
369,675
-647,662
-64% -$18M 0.08% 256
2024
Q1 		$28.7M Sell
1,017,337
-170,418
-14% -$4.81M 0.25% 91
2023
Q4 		$33.7M Buy
1,187,755
+104,553
+10% +$2.9M 0.32% 75
2023
Q3 		$29.8M Sell
1,083,202
-25,652
-2% -$717K 0.33% 79
2023
Q2 		$31.4M Sell
1,108,854
-4,254
-0.4% -$122K 0.35% 75
2023
Q1 		$32.6M Sell
1,113,108
-192,511
-15% -$5.51M 0.41% 64
2022
Q4 		$36.8M Sell
1,305,619
-70,899
-5% -$2M 0.99% 13
2022
Q3 		$38.7M Sell
1,376,518
-3,412
-0.2% -$99.8K 0.64% 20
2022
Q2 		$40.7M Sell
1,379,930
-42,091
-3% -$1.24M 0.67% 18
2022
Q1 		$43.1M Buy
1,422,021
+999,771
+237% +$31.2M 0.69% 22
2021
Q4 		$13.5M Buy
+422,250
New +$13.6M 0.2% 115

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

NewEdge Advisors's SPTI Position: Q1 2026 in Review

NewEdge Advisors reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 26% in Q1 2026, selling an estimated $666K and leaving 67,385 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #1127.

NewEdge Advisors first reported a position in SPTI in Q4 2021 and has held it in 18 quarters since. The position peaked at $43.1M in Q1 2022. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • NewEdge Advisors held 67,385 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1.93M as of Q1 2026.
  • NewEdge Advisors sold 23,091 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $666K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1127 holding.
  • NewEdge Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $43.1M in Q1 2022.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.