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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
Q2 		$7.56M Buy
266,213
+236,980
+811% +$6.74M 0.5% 40
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
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

Perennial Investment Advisors's SPTI Position: Q2 2026 in Review

Perennial Investment Advisors increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 811% in Q2 2026, buying an estimated $6.74M and bringing the position to 266,213 shares worth $7.56M. The position accounts for 0.5% of the portfolio, ranked #40.

Perennial Investment Advisors first reported a position in SPTI in Q1 2023 and has held it in 14 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Perennial Investment Advisors held 266,213 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $7.56M as of Q2 2026.
  • Perennial Investment Advisors bought 236,980 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $6.74M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.5% of Perennial Investment Advisors's portfolio in Q2 2026, its #40 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 14 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.