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

Signet Financial 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
Q1 		$7.67M Buy
267,658
+7,265
+3% +$209K 0.86% 32
2025
Q4 		$7.51M Buy
260,393
+8,917
+4% +$258K 0.84% 29
2025
Q3 		$7.27M Buy
251,476
+30,421
+14% +$874K 0.84% 29
2025
Q2 		$6.36M Buy
221,055
+66,445
+43% +$1.89M 0.8% 33
2025
Q1 		$4.42M Sell
154,610
-12,770
-8% -$359K 0.6% 48
2024
Q4 		$4.67M Buy
167,380
+6,576
+4% +$186K 0.6% 50
2024
Q3 		$4.67M Buy
160,804
+283
+0.2% +$8.13K 0.6% 47
2024
Q2 		$4.5M Sell
160,521
-112,490
-41% -$3.13M 0.61% 45
2024
Q1 		$7.69M Buy
273,011
+30,236
+12% +$854K 1.06% 22
2023
Q4 		$6.93M Buy
242,775
+16,516
+7% +$458K 1.04% 20
2023
Q3 		$6.23M Buy
226,259
+14,663
+7% +$410K 1.03% 20
2023
Q2 		$5.99M Buy
211,596
+14,666
+7% +$422K 0.95% 21
2023
Q1 		$5.7M Sell
196,930
-14,156
-7% -$405K 0.96% 22
2022
Q4 		$5.96M Sell
211,086
-133,094
-39% -$3.75M 1.06% 20
2022
Q3 		$9.68M Sell
344,180
-43,916
-11% -$1.28M 1.89% 10
2022
Q2 		$11.4M Sell
388,096
-42,970
-10% -$1.27M 2.18% 8
2022
Q1 		$13.1M Sell
431,066
-2,888
-0.7% -$90K 2.18% 8
2021
Q4 		$13.9M Buy
433,954
+19,368
+5% +$622K 2.11% 7
2021
Q3 		$13.4M Buy
414,586
+16,127
+4% +$526K 2.31% 7
2021
Q2 		$12.9M Buy
398,459
+12,162
+3% +$393K 4.42% 6
2021
Q1 		$12.4M Buy
386,297
+20,670
+6% +$674K 2.32% 8
2020
Q4 		$12.1M Buy
365,627
+40,478
+12% +$1.34M 2.44% 7
2020
Q3 		$10.8M Buy
325,149
+52,742
+19% +$1.75M 2.38% 6
2020
Q2 		$9.07M Buy
272,407
+35,503
+15% +$1.18M 2.02% 8
2020
Q1 		$7.85M Buy
236,904
+49,858
+27% +$1.59M 1.85% 8
2019
Q4 		$5.79M Buy
187,046
+5,249
+3% +$163K 1.08% 25
2019
Q3 		$5.62M Buy
181,797
+1,343
+0.7% +$41.8K 1.1% 24
2019
Q2 		$5.55M Sell
180,454
-21,602
-11% -$655K 1.1% 23
2019
Q1 		$6.05M Sell
202,056
-4,738
-2% -$141K 1.18% 19
2018
Q4 		$6.16M Buy
206,794
+3,824
+2% +$111K 1.34% 13
2018
Q3 		$5.9M Buy
202,970
+32,792
+19% +$959K 1.03% 26
2018
Q2 		$4.99M Buy
170,178
+40,364
+31% +$1.18M 0.88% 34
2018
Q1 		$3.82M Buy
129,814
+74,618
+135% +$2.19M 0.69% 55
2017
Q4 		$1.64M Buy
+55,196
New +$1.65M 0.31% 85

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

Signet Financial Management's SPTI Position: Q1 2026 in Review

Signet Financial Management increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 2.8% in Q1 2026, buying an estimated $209K and bringing the position to 267,658 shares worth $7.67M. The position accounts for 0.86% of the portfolio, ranked #32.

Signet Financial Management first reported a position in SPTI in Q4 2017 and has held it in 34 quarters since. The position peaked at $13.9M in Q4 2021. 404 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Signet Financial Management held 267,658 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $7.67M as of Q1 2026.
  • Signet Financial Management bought 7,265 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $209K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.86% of Signet Financial Management's portfolio in Q1 2026, its #32 holding.
  • Signet Financial Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2017 and has held it in 34 quarters since.
  • Signet Financial Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $13.9M in Q4 2021.
  • 404 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.