Park Square Financial Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Park Square Financial Group’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	-1	Closed	-$28	–	316
2025 Q4	$28	Buy	+1	New	+$29	﹤0.01%	238
2025 Q3	–	Sell	-173	Closed	-$4.98K	–	849
2025 Q2	$4.98K	Buy	173 +89	+106%	+$2.54K	﹤0.01%	735
2025 Q1	$2.4K	Buy	84 +23	+38%	+$647	﹤0.01%	837
2024 Q4	$1.7K	Buy	+61	New	+$1.72K	﹤0.01%	859

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Park Square Financial Group's SPTI Position: Q1 2026 in Review

Park Square Financial Group sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2026, closing a stake of 1 share — an estimated $28 sold.

Park Square Financial Group first reported a position in SPTI in Q4 2024 and held it in 4 quarters. The position peaked at $4.98K in Q2 2025. 404 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

Park Square Financial Group reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Park Square Financial Group sold 1 State Street SPDR Portfolio Intermediate Term Treasury ETF share in Q1 2026, an estimated $28.
Park Square Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and held it in 4 quarters.
Park Square Financial Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $4.98K in Q2 2025.
404 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.