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

PSI 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 		$683K Sell
24,074
-10,087
-30% -$287K 0.16% 80
2026
Q1 		$979K Sell
34,161
-321,328
-90% -$9.26M 0.23% 64
2025
Q4 		$10.3M Buy
355,489
+21,553
+6% +$624K 2.58% 9
2025
Q3 		$9.65M Buy
333,936
+17,693
+6% +$508K 2.49% 9
2025
Q2 		$9.1M Buy
316,243
+260,435
+467% +$7.42M 4.47% 5
2025
Q1 		$1.59M Buy
55,808
+1,852
+3% +$52.1K 0.52% 30
2024
Q4 		$1.5M Sell
53,956
-718
-1% -$20.3K 0.45% 36
2024
Q3 		$1.59M Buy
54,674
+7,838
+17% +$225K 0.47% 41
2024
Q2 		$1.31M Sell
46,836
-13,662
-23% -$380K 0.42% 43
2024
Q1 		$1.7M Sell
60,498
-181,151
-75% -$5.12M 0.62% 35
2023
Q4 		$6.9M Sell
241,649
-6,122
-2% -$170K 2.58% 8
2023
Q3 		$6.82M Sell
247,771
-1,196
-0.5% -$33.4K 2.95% 6
2023
Q2 		$7.04M Buy
+248,967
New +$7.16M 3.09% 5
2022
Q3 		– Sell
-36
Closed -$1K – 833
2022
Q2 		$1K Hold
36
– – ﹤0.01% 738
2022
Q1 		$1K Sell
36
-1,090
-97% -$34K ﹤0.01% 692
2021
Q4 		$36K Sell
1,126
-5,884
-84% -$189K 0.01% 310
2021
Q3 		$226K Buy
+7,010
New +$229K 0.1% 136

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

PSI Advisors's SPTI Position: Q2 2026 in Review

PSI Advisors reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 30% in Q2 2026, selling an estimated $287K and leaving 24,074 shares worth $683K. The position accounts for 0.16% of the portfolio, ranked #80.

PSI Advisors first reported a position in SPTI in Q3 2021 and has held it in 17 quarters since. The position peaked at $10.3M in Q4 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • PSI Advisors held 24,074 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $683K as of Q2 2026.
  • PSI Advisors sold 10,087 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $287K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.16% of PSI Advisors's portfolio in Q2 2026, its #80 holding.
  • PSI Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2021 and has held it in 17 quarters since.
  • PSI Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $10.3M in Q4 2025.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.