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Richmond Investment Services’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Richmond Investment Services’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
Q1 		$498K Sell
17,382
-178
-1% -$5.13K 0.08% 159
2025
Q4 		$506K Sell
17,560
-15,991
-48% -$463K 0.09% 140
2025
Q3 		$970K Buy
33,551
+2,324
+7% +$66.8K 0.18% 78
2025
Q2 		$898K Buy
+31,227
New +$889K 0.19% 74

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Richmond Investment Services's SPTI Position: Q1 2026 in Review

Richmond Investment Services reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 1% in Q1 2026, selling an estimated $5.13K and leaving 17,382 shares worth $498K. The position accounts for 0.08% of the portfolio, ranked #159.

Richmond Investment Services first reported a position in SPTI in Q2 2025 and has held it in 4 quarters since. The position peaked at $970K in Q3 2025. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Richmond Investment Services held 17,382 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $498K as of Q1 2026.
  • Richmond Investment Services sold 178 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $5.13K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.08% of Richmond Investment Services's portfolio in Q1 2026, its #159 holding.
  • Richmond Investment Services first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • Richmond Investment Services's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $970K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.