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Rossby Financial’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Rossby Financial’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 		$35.4K Sell
1,246
-151
-11% -$4.29K 0.01% 797
2026
Q1 		$39.9K Buy
1,397
+1,062
+317% +$30.6K 0.01% 808
2025
Q4 		$9.66K Buy
335
+10
+3% +$289 ﹤0.01% 942
2025
Q3 		$9.39K Hold
325
– – ﹤0.01% 875
2025
Q2 		$9.35K Hold
325
– – ﹤0.01% 799
2025
Q1 		$9.3K Buy
+325
New +$9.15K ﹤0.01% 735

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 22.96% 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

Rossby Financial's SPTI Position: Q2 2026 in Review

Rossby Financial reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 11% in Q2 2026, selling an estimated $4.29K and leaving 1,246 shares worth $35.4K. The position accounts for 0.01% of the portfolio, ranked #797.

Rossby Financial first reported a position in SPTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $39.9K in Q1 2026. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Rossby Financial held 1,246 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $35.4K as of Q2 2026.
  • Rossby Financial sold 151 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $4.29K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #797 holding.
  • Rossby Financial first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $39.9K in Q1 2026.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.