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Private Advisory Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Private Advisory Group’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 		$2.21M Buy
77,814
+7,868
+11% +$224K 0.12% 135
2026
Q1 		$2M Buy
+69,946
New +$2.02M 0.13% 122

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

Private Advisory Group's SPTI Position: Q2 2026 in Review

Private Advisory Group increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 11% in Q2 2026, buying an estimated $224K and bringing the position to 77,814 shares worth $2.21M. The position accounts for 0.12% of the portfolio, ranked #135.

Private Advisory Group first reported a position in SPTI in Q1 2026 and has held it in 2 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Private Advisory Group held 77,814 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $2.21M as of Q2 2026.
  • Private Advisory Group bought 7,868 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $224K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.12% of Private Advisory Group's portfolio in Q2 2026, its #135 holding.
  • Private Advisory Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.