Salomon & Ludwin’s State Street SPDR Portfolio Intermediate Term Treasury Index ETF SPTI Stock Holding History

Salomon & Ludwin’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	$14.9M	Buy	546,981 +10,157	+2%	+$284K	1.24%	25
2026 Q2	$15.2M	Buy	536,824 +20,994	+4%	+$597K	1.25%	25
2026 Q1	$14.8M	Buy	515,830 +53,946	+12%	+$1.56M	1.33%	23
2025 Q4	$13.3M	Buy	461,884 +35,987	+8%	+$1.04M	1.18%	26
2025 Q3	$12.3M	Buy	425,897 +5,538	+1%	+$159K	1.11%	26
2025 Q2	$12M	Buy	420,359 +31,883	+8%	+$908K	1.19%	26
2025 Q1	$11.1M	Buy	388,476 +37,505	+11%	+$1.06M	1.18%	26
2024 Q4	$9.8M	Buy	350,971 +12,714	+4%	+$359K	1.04%	27
2024 Q3	$9.8M	Buy	338,257 +70,190	+26%	+$2.02M	1%	28
2024 Q2	$7.57M	Sell	268,067 -19,654	-7%	-$547K	0.84%	32
2024 Q1	$8.11M	Buy	287,721 +237,848	+477%	+$6.72M	0.7%	36
2023 Q4	$1.37M	Hold	49,873	–	–	0.14%	73
2023 Q3	$1.37M	Buy	49,873 +32,268	+183%	+$902K	0.14%	73
2023 Q2	$498K	Buy	+17,605	New	+$506K	0.05%	112

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

Manning & Napier Advisors Fairport, New York $7.41B AUM 22.31% 1-Year Est. Return

Salomon & Ludwin's SPTI Position: Q3 2026 in Review

Salomon & Ludwin increased its State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) stake by 1.9% in Q3 2026, buying an estimated $284K and bringing the position to 546,981 shares worth $14.9M. The position accounts for 1.24% of the portfolio, ranked #25.

Salomon & Ludwin first reported a position in SPTI in Q2 2023 and has held it in 14 quarters since. The position peaked at $15.2M in Q2 2026. 366 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

Salomon & Ludwin held 546,981 shares of State Street SPDR Portfolio Intermediate Term Treasury Index ETF worth $14.9M as of Q3 2026.
Salomon & Ludwin bought 10,157 State Street SPDR Portfolio Intermediate Term Treasury Index ETF shares in Q3 2026, an estimated $284K.
State Street SPDR Portfolio Intermediate Term Treasury Index ETF made up 1.24% of Salomon & Ludwin's portfolio in Q3 2026, its #25 holding.
Salomon & Ludwin first reported a position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF in Q2 2023 and has held it in 14 quarters since.
Salomon & Ludwin's State Street SPDR Portfolio Intermediate Term Treasury Index ETF position peaked at $15.2M in Q2 2026.
366 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury Index ETF as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.