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

Realta 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 		$382K Buy
13,471
+92
+0.7% +$2.62K 0.12% 155
2026
Q1 		$383K Sell
13,379
-1,167
-8% -$33.6K 0.13% 143
2025
Q4 		$420K Sell
14,546
-301
-2% -$8.71K 0.14% 140
2025
Q3 		$429K Sell
14,847
-1,198
-7% -$34.4K 0.14% 131
2025
Q2 		$462K Buy
16,045
+1,862
+13% +$53K 0.18% 120
2025
Q1 		$405K Buy
14,183
+4,023
+40% +$113K 0.18% 118
2024
Q4 		$283K Buy
+10,160
New +$287K 0.12% 152

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 22.9% 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

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

Realta Investment Advisors increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 0.69% in Q2 2026, buying an estimated $2.62K and bringing the position to 13,471 shares worth $382K. The position accounts for 0.12% of the portfolio, ranked #155.

Realta Investment Advisors first reported a position in SPTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $462K in Q2 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Realta Investment Advisors held 13,471 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $382K as of Q2 2026.
  • Realta Investment Advisors bought 92 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $2.62K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.12% of Realta Investment Advisors's portfolio in Q2 2026, its #155 holding.
  • Realta Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Realta Investment Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $462K in Q2 2025.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.