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Optima Capital’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Optima Capital’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
-2,217
Closed -$63.9K – 1129
2025
Q4 		$63.9K Buy
+2,217
New +$64.2K 0.03% 282

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

Optima Capital's SPTI Position: Q1 2026 in Review

Optima Capital sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2026, closing a stake of 2,217 shares — an estimated $63.9K sold.

Optima Capital first reported a position in SPTI in Q4 2025 and held it in 1 quarter. The position peaked at $63.9K in Q4 2025. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Optima Capital reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 2,217 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $63.9K.
  • Optima Capital first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $63.9K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.