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

Stifel Financial’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 		$28.6M Buy
1,006,887
+99,553
+11% +$2.83M 0.02% 547
2026
Q1 		$26M Sell
907,334
-116,523
-11% -$3.36M 0.02% 538
2025
Q4 		$29.5M Sell
1,023,857
-6
-0% -$174 0.03% 505
2025
Q3 		$29.6M Buy
1,023,863
+6,291
+0.6% +$181K 0.03% 502
2025
Q2 		$29.3M Buy
1,017,572
+125,304
+14% +$3.57M 0.03% 477
2025
Q1 		$25.5M Buy
892,268
+2,910
+0.3% +$81.9K 0.03% 490
2024
Q4 		$24.8M Sell
889,358
-167
-0% -$4.72K 0.03% 495
2024
Q3 		$25.8M Buy
889,525
+416,884
+88% +$12M 0.03% 484
2024
Q2 		$13.2M Sell
472,641
-14,755
-3% -$410K 0.01% 707
2024
Q1 		$13.7M Buy
487,396
+45,260
+10% +$1.28M 0.02% 685
2023
Q4 		$12.6M Buy
442,136
+87,715
+25% +$2.43M 0.02% 688
2023
Q3 		$9.76M Buy
354,421
+26,203
+8% +$732K 0.01% 730
2023
Q2 		$9.29M Sell
328,218
-43,599
-12% -$1.25M 0.01% 748
2023
Q1 		$10.8M Sell
371,817
-59,294
-14% -$1.7M 0.02% 661
2022
Q4 		$12.2M Sell
431,111
-568,173
-57% -$16M 0.02% 597
2022
Q3 		$28.1M Buy
999,284
+957,752
+2,306% +$28M 0.05% 334
2022
Q2 		$1.22M Buy
+41,532
New +$1.23M ﹤0.01% 1843
2021
Q2 		– Sell
-53,671
Closed -$1.72M – 3384
2021
Q1 		$1.72M Sell
53,671
-74,979
-58% -$2.44M ﹤0.01% 1602
2020
Q4 		$4.25M Buy
128,650
+5,322
+4% +$176K 0.01% 957
2020
Q3 		$4.1M Buy
+123,328
New +$4.1M 0.01% 864
2020
Q1 		– Sell
-577,625
Closed -$17.9M – 3058
2019
Q4 		$17.9M Buy
577,625
+536,210
+1,295% +$16.7M 0.04% 396
2019
Q3 		$1.3M Buy
+41,415
New +$1.29M ﹤0.01% 1587
2018
Q1 		– Sell
-288,654
Closed -$8.66M – 2768
2017
Q4 		$8.66M Buy
288,654
+19,710
+7% +$589K 0.03% 577
2017
Q3 		$8.21M Buy
+268,944
New +$8.1M 0.03% 577
2016
Q1 		– Sell
-42,664
Closed -$1.28M – 2370
2015
Q4 		$1.28M Buy
42,664
+21,806
+105% +$656K 0.01% 1181
2015
Q3 		$632K Buy
20,858
+2,294
+12% +$69.1K ﹤0.01% 1429
2015
Q2 		$557K Buy
+18,564
New +$559K ﹤0.01% 1629
2014
Q4 		– Sell
-36,950
Closed -$1.1M – 2442
2014
Q3 		$1.1M Buy
+36,950
New +$1.1M 0.01% 1069

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
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
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stifel Financial's SPTI Position: Q2 2026 in Review

Stifel Financial increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 11% in Q2 2026, buying an estimated $2.83M and bringing the position to 1,006,887 shares worth $28.6M. The position accounts for 0.02% of the portfolio, ranked #547.

Stifel Financial first reported a position in SPTI in Q3 2014 and has held it in 28 quarters since. The position peaked at $29.6M in Q3 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Stifel Financial held 1,006,887 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $28.6M as of Q2 2026.
  • Stifel Financial bought 99,553 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $2.83M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #547 holding.
  • Stifel Financial first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2014 and has held it in 28 quarters since.
  • Stifel Financial's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $29.6M in Q3 2025.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.