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Steward Partners Investment Advisory’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Steward Partners Investment Advisory’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 		$568K Buy
19,831
+130
+0.7% +$3.75K ﹤0.01% 1448
2025
Q4 		$568K Buy
19,701
+4
+0% +$116 ﹤0.01% 1348
2025
Q3 		$569K Buy
19,697
+3,391
+21% +$97.4K ﹤0.01% 1303
2025
Q2 		$469K Sell
16,306
-578,716
-97% -$16.5M ﹤0.01% 1331
2025
Q1 		$17M Buy
595,022
+14,419
+2% +$406K 0.15% 140
2024
Q4 		$16.2M Buy
580,603
+60,193
+12% +$1.7M 0.14% 140
2024
Q3 		$15.1M Buy
520,410
+4,031
+0.8% +$116K 0.14% 149
2024
Q2 		$14.5M Buy
516,379
+4,911
+1% +$137K 0.15% 137
2024
Q1 		$14.4M Buy
511,468
+5,427
+1% +$153K 0.16% 130
2023
Q4 		$14.5M Sell
506,041
-21,867
-4% -$607K 0.2% 113
2023
Q3 		$14.5M Buy
527,908
+13,789
+3% +$385K 0.22% 100
2023
Q2 		$14.5M Buy
514,119
+512,560
+32,877% +$14.7M 0.22% 97
2023
Q1 		$45.1K Buy
1,559
+11
+0.7% +$315 ﹤0.01% 1898
2022
Q4 		$43.7K Sell
1,548
-840
-35% -$23.7K ﹤0.01% 1892
2022
Q3 		$67K Buy
2,388
+942
+65% +$27.6K ﹤0.01% 1657
2022
Q2 		$43K Buy
1,446
+103
+8% +$3.04K ﹤0.01% 1875
2022
Q1 		$41K Buy
1,343
+83
+7% +$2.59K ﹤0.01% 2025
2021
Q4 		$40K Sell
1,260
-24
-2% -$771 ﹤0.01% 2018
2021
Q3 		$41K Hold
1,284
– – ﹤0.01% 1996
2021
Q2 		$42K Buy
1,284
+24
+2% +$776 ﹤0.01% 3689
2021
Q1 		$40.4K Sell
1,260
-45
-3% -$1.47K ﹤0.01% 2094
2020
Q4 		$43K Hold
1,305
– – ﹤0.01% 1735
2020
Q3 		$43K Buy
1,305
+45
+4% +$1.5K ﹤0.01% 1569
2020
Q2 		$42K Hold
1,260
– – ﹤0.01% 1489
2020
Q1 		$41K Hold
1,260
– – ﹤0.01% 1344
2019
Q4 		$38K Hold
1,260
– – ﹤0.01% 1520
2019
Q3 		$39K Buy
+1,260
New +$39.2K ﹤0.01% 1463
2017
Q1 		– Sell
-60
Closed -$1K – 1560
2016
Q4 		$1K Buy
+60
New +$1.81K ﹤0.01% 830

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 $10B AUM 15.14% 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

Steward Partners Investment Advisory's SPTI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 0.66% in Q1 2026, buying an estimated $3.75K and bringing the position to 19,831 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Steward Partners Investment Advisory first reported a position in SPTI in Q4 2016 and has held it in 28 quarters since. The position peaked at $17M in Q1 2025. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Steward Partners Investment Advisory held 19,831 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $568K as of Q1 2026.
  • Steward Partners Investment Advisory bought 130 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $3.75K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1448 holding.
  • Steward Partners Investment Advisory first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2016 and has held it in 28 quarters since.
  • Steward Partners Investment Advisory's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $17M in Q1 2025.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.