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 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 $445B AUM 25.58% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ritholtz Wealth Management's SPTI Position: Q2 2026 in Review

Ritholtz Wealth Management increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 78% in Q2 2026, buying an estimated $321K and bringing the position to 25,829 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #717.

Ritholtz Wealth Management first reported a position in SPTI in Q4 2017 and has held it in 7 quarters since. The position peaked at $1.6M in Q1 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Ritholtz Wealth Management held 25,829 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $733K as of Q2 2026.
Ritholtz Wealth Management bought 11,278 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $321K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #717 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 7 quarters since.
Ritholtz Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.6M in Q1 2025.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.