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

NorthRock 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
Q1 		$31.7M Buy
1,107,517
+16,386
+2% +$472K 0.51% 35
2025
Q4 		$31.5M Buy
1,091,131
+202,389
+23% +$5.86M 0.53% 37
2025
Q3 		$25.7M Buy
888,742
+878,885
+8,916% +$25.3M 0.46% 41
2025
Q2 		$284K Sell
9,857
-3,326
-25% -$94.7K 0.01% 549
2025
Q1 		$377K Sell
13,183
-650
-5% -$18.3K 0.01% 424
2024
Q4 		$386K Sell
13,833
-14,190
-51% -$401K 0.01% 415
2024
Q3 		$814K Sell
28,023
-25,754
-48% -$739K 0.03% 250
2024
Q2 		$1.51M Sell
53,777
-137,023
-72% -$3.81M 0.06% 145
2024
Q1 		$5.38M Sell
190,800
-94,682
-33% -$2.67M 0.21% 67
2023
Q4 		$8.15M Buy
+285,482
New +$7.92M 0.34% 42

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 $11.5B AUM 18.82% 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

NorthRock Partners's SPTI Position: Q1 2026 in Review

NorthRock Partners increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 1.5% in Q1 2026, buying an estimated $472K and bringing the position to 1,107,517 shares worth $31.7M. The position accounts for 0.51% of the portfolio, ranked #35.

NorthRock Partners first reported a position in SPTI in Q4 2023 and has held it in 10 quarters since. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • NorthRock Partners held 1,107,517 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $31.7M as of Q1 2026.
  • NorthRock Partners bought 16,386 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $472K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.51% of NorthRock Partners's portfolio in Q1 2026, its #35 holding.
  • NorthRock Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.