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

Prime Capital 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	$279K	Sell	9,816 -399	-4%	-$11.3K	﹤0.01%	890
2026 Q1	$293K	Buy	10,215 +4	+0%	+$115	﹤0.01%	841
2025 Q4	$294K	Sell	10,211 -189	-2%	-$5.47K	﹤0.01%	815
2025 Q3	$301K	Sell	10,400 -158	-1%	-$4.54K	﹤0.01%	794
2025 Q2	$304K	Sell	10,558 -87,549	-89%	-$2.49M	﹤0.01%	761
2025 Q1	$2.8M	Buy	98,107 +82,321	+521%	+$2.32M	0.03%	309
2024 Q4	$440K	Sell	15,786 -2,263	-13%	-$64K	0.01%	605
2024 Q3	$525K	Sell	18,049 -4,599	-20%	-$132K	0.01%	578
2024 Q2	$635K	Sell	22,648 -87,376	-79%	-$2.43M	0.01%	525
2024 Q1	$3.1M	Buy	+110,024	New	+$3.11M	0.04%	272
2023 Q3	–	Sell	-17,247	Closed	-$488K	–	800
2023 Q2	$488K	Buy	+17,247	New	+$496K	0.01%	488

Other funds holding SPTI

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 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

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

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Prime Capital Investment Advisors's SPTI Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 3.9% in Q2 2026, selling an estimated $11.3K and leaving 9,816 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Prime Capital Investment Advisors first reported a position in SPTI in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.1M in Q1 2024. 326 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Prime Capital Investment Advisors held 9,816 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $279K as of Q2 2026.
Prime Capital Investment Advisors sold 399 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $11.3K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #890 holding.
Prime Capital Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2023 and has held it in 11 quarters since.
Prime Capital Investment Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $3.1M in Q1 2024.
326 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.