Ritholtz Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury 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 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 $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ritholtz Wealth Management's SPTI Position: Q1 2026 in Review

Ritholtz Wealth Management increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 27% in Q1 2026, buying an estimated $89.9K and bringing the position to 14,551 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #852.

Ritholtz Wealth Management first reported a position in SPTI in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.6M in Q1 2025. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

Ritholtz Wealth Management held 14,551 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $417K as of Q1 2026.
Ritholtz Wealth Management bought 3,119 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $89.9K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #852 holding.
Ritholtz Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2017 and has held it in 6 quarters since.
Ritholtz Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.6M in Q1 2025.
403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.