Perennial Investment Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Perennial Investment 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 Q1	$838K	Buy	29,233 +7,522	+35%	+$217K	0.07%	215
2025 Q4	$626K	Sell	21,711 -6,435	-23%	-$186K	0.05%	255
2025 Q3	$813K	Sell	28,146 -1,678	-6%	-$48.2K	0.07%	210
2025 Q2	$858K	Sell	29,824 -243	-0.8%	-$6.92K	0.08%	191
2025 Q1	$859K	Buy	30,067 +3,125	+12%	+$87.9K	0.1%	177
2024 Q4	$751K	Sell	26,942 -2,735	-9%	-$77.3K	0.09%	180
2024 Q3	$862K	Buy	29,677 +3,541	+14%	+$102K	0.11%	161
2024 Q2	$732K	Sell	26,136 -241	-0.9%	-$6.7K	0.1%	157
2024 Q1	$743K	Buy	26,377 +787	+3%	+$22.2K	0.11%	151
2023 Q4	$731K	Sell	25,590 -79,883	-76%	-$2.22M	0.12%	141
2023 Q3	$2.9M	Sell	105,473 -534	-0.5%	-$14.9K	0.52%	45
2023 Q2	$3M	Buy	106,007 +16,440	+18%	+$473K	0.53%	42
2023 Q1	$2.59M	Buy	+89,567	New	+$2.56M	0.48%	48

Other funds holding SPTI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) 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 22.94% 1-Year Est. Return

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Perennial Investment Advisors's SPTI Position: Q1 2026 in Review

Perennial Investment Advisors increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 35% in Q1 2026, buying an estimated $217K and bringing the position to 29,233 shares worth $838K. The position accounts for 0.07% of the portfolio, ranked #215.

Perennial Investment Advisors first reported a position in SPTI in Q1 2023 and has held it in 13 quarters since. The position peaked at $3M in Q2 2023. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

Perennial Investment Advisors held 29,233 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $838K as of Q1 2026.
Perennial Investment Advisors bought 7,522 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $217K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.07% of Perennial Investment Advisors's portfolio in Q1 2026, its #215 holding.
Perennial Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2023 and has held it in 13 quarters since.
Perennial Investment Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $3M in Q2 2023.
403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.