Savant Capital’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Savant Capital’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	$1.06M	Buy	37,043 +9,564	+35%	+$272K	﹤0.01%	857
2026 Q1	$788K	Buy	27,479 +10,239	+59%	+$295K	﹤0.01%	704
2025 Q4	$497K	Buy	17,240 +58	+0.3%	+$1.68K	﹤0.01%	834
2025 Q3	$497K	Buy	+17,182	New	+$494K	﹤0.01%	799

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

Savant Capital's SPTI Position: Q2 2026 in Review

Savant Capital increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 35% in Q2 2026, buying an estimated $272K and bringing the position to 37,043 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Savant Capital first reported a position in SPTI in Q3 2025 and has held it in 4 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Savant Capital held 37,043 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1.06M as of Q2 2026.
Savant Capital bought 9,564 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $272K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #857 holding.
Savant Capital first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.