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Salomon & Ludwin’s State Street SPDR Portfolio Intermediate Term Treasury 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
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 		$9.79M Buy
350,971
+12,714
+4% +$359K 1.04% 27
2024
Q3 		$9.83M 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $374B AUM 17.66% 1-Year Est. Return
Ameriprise
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
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Salomon & Ludwin's SPTI Position: Q1 2026 in Review

Salomon & Ludwin increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 12% in Q1 2026, buying an estimated $1.56M and bringing the position to 515,830 shares worth $14.8M. The position accounts for 1.33% of the portfolio, ranked #23.

Salomon & Ludwin first reported a position in SPTI in Q2 2023 and has held it in 12 quarters since. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Salomon & Ludwin held 515,830 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $14.8M as of Q1 2026.
  • Salomon & Ludwin bought 53,946 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $1.56M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 1.33% of Salomon & Ludwin's portfolio in Q1 2026, its #23 holding.
  • Salomon & Ludwin first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2023 and has held it in 12 quarters since.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.