NA
SPTI icon

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
Q2 		$1.96M Buy
68,971
+1,586
+2% +$45.1K 0.01% 1232
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 $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

NewEdge Advisors's SPTI Position: Q2 2026 in Review

NewEdge Advisors increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 2.4% in Q2 2026, buying an estimated $45.1K and bringing the position to 68,971 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #1232.

NewEdge Advisors first reported a position in SPTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $43.1M in Q1 2022. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • NewEdge Advisors held 68,971 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1.96M as of Q2 2026.
  • NewEdge Advisors bought 1,586 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $45.1K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1232 holding.
  • NewEdge Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $43.1M 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.