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Principal Securities’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-6,027
Closed -$174K – 3227
2025
Q3 		$174K Buy
6,027
+1,060
+21% +$30.5K ﹤0.01% 1346
2025
Q2 		$143K Buy
4,967
+329
+7% +$9.37K ﹤0.01% 1379
2025
Q1 		$129K Hold
4,638
– – ﹤0.01% 1323
2024
Q4 		$129K Sell
4,638
-2,433
-34% -$68.8K ﹤0.01% 1322
2024
Q3 		$205K Buy
7,071
+3,124
+79% +$89.7K 0.01% 1095
2024
Q2 		$111K Sell
3,947
-1,362
-26% -$37.9K ﹤0.01% 1287
2024
Q1 		$150K Buy
5,309
+1,053
+25% +$29.7K ﹤0.01% 1129
2023
Q4 		$122K Buy
+4,256
New +$118K ﹤0.01% 1122

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Principal Securities's SPTI Position: Q4 2025 in Review

Principal Securities sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2025, closing a stake of 6,027 shares — an estimated $174K sold.

Principal Securities first reported a position in SPTI in Q4 2023 and held it in 8 quarters. The position peaked at $205K in Q3 2024. 408 funds tracked by Wall St. Rank hold SPTI as of Q4 2025.

  • Principal Securities reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 6,027 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2025, an estimated $174K.
  • Principal Securities first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $205K in Q3 2024.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.