Ritholtz Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury Index ETF SPTI Stock Holding History

Ritholtz Wealth Management’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 Q3	$1.01M	Buy	37,156 +11,327	+44%	+$317K	0.01%	637
2026 Q2	$733K	Buy	25,829 +11,278	+78%	+$321K	0.01%	717
2026 Q1	$417K	Buy	14,551 +3,119	+27%	+$89.9K	0.01%	852
2025 Q4	$330K	Sell	11,432 -856	-7%	-$24.8K	0.01%	850
2025 Q3	$355K	Buy	12,288 +2,308	+23%	+$66.3K	0.01%	785
2025 Q2	$287K	Sell	9,980 -46,105	-82%	-$1.31M	0.01%	810
2025 Q1	$1.6M	Buy	+56,085	New	+$1.58M	0.05%	296
2018 Q1	–	Sell	-42,888	Closed	-$1.27M	–	128
2017 Q4	$1.27M	Buy	+42,888	New	+$1.28M	0.38%	32

Other funds holding SPTI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Evermay Wealth Management Arlington, Virginia $996M AUM 10.6% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Ritholtz Wealth Management's SPTI Position: Q3 2026 in Review

Ritholtz Wealth Management increased its State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) stake by 44% in Q3 2026, buying an estimated $317K and bringing the position to 37,156 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #637.

Ritholtz Wealth Management first reported a position in SPTI in Q4 2017 and has held it in 8 quarters since. The position peaked at $1.6M in Q1 2025. 277 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

Ritholtz Wealth Management held 37,156 shares of State Street SPDR Portfolio Intermediate Term Treasury Index ETF worth $1.01M as of Q3 2026.
Ritholtz Wealth Management bought 11,327 State Street SPDR Portfolio Intermediate Term Treasury Index ETF shares in Q3 2026, an estimated $317K.
State Street SPDR Portfolio Intermediate Term Treasury Index ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #637 holding.
Ritholtz Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF in Q4 2017 and has held it in 8 quarters since.
Ritholtz Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury Index ETF position peaked at $1.6M in Q1 2025.
277 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury Index ETF as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.