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

SOL Capital 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 Q2	–	Sell	-12,256	Closed	-$351K	–	44
2026 Q1	$351K	Buy	+12,256	New	+$353K	0.17%	41

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

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

SOL Capital Management's SPTI Position: Q2 2026 in Review

SOL Capital Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026, closing a stake of 12,256 shares — an estimated $351K sold.

SOL Capital Management first reported a position in SPTI in Q1 2026 and held it in 1 quarter. The position peaked at $351K in Q1 2026. 410 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

SOL Capital Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
SOL Capital Management sold 12,256 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $351K.
SOL Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2026 and held it in 1 quarter.
SOL Capital Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $351K in Q1 2026.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on SOL Capital Management's 13F filing for Q2 2026.