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

&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
Q2 		$2.64M Buy
92,838
+10,195
+12% +$290K 0.01% 884
2026
Q1 		$2.37M Buy
82,643
+28,490
+53% +$821K 0.01% 829
2025
Q4 		$1.56M Buy
+54,153
New +$1.57M 0.01% 981

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

&Partners's SPTI Position: Q2 2026 in Review

&Partners increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 12% in Q2 2026, buying an estimated $290K and bringing the position to 92,838 shares worth $2.64M. The position accounts for 0.01% of the portfolio, ranked #884.

&Partners first reported a position in SPTI in Q4 2025 and has held it in 3 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • &Partners held 92,838 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $2.64M as of Q2 2026.
  • &Partners bought 10,195 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $290K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #884 holding.
  • &Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.