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Stone House Investment Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Stone House Investment 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 		$197K Sell
6,936
-4,523
-39% -$129K 0.03% 92
2026
Q1 		$328K Buy
11,459
+5,699
+99% +$164K 0.06% 55
2025
Q4 		$166K Buy
5,760
+413
+8% +$12K 0.03% 88
2025
Q3 		$155K Buy
5,347
+99
+2% +$2.85K 0.03% 90
2025
Q2 		$151K Buy
5,248
+5,066
+2,784% +$144K 0.03% 88
2025
Q1 		$5.2K Buy
+182
New +$5.12K ﹤0.01% 309

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stone House Investment Management's SPTI Position: Q2 2026 in Review

Stone House Investment Management reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 39% in Q2 2026, selling an estimated $129K and leaving 6,936 shares worth $197K. The position accounts for 0.03% of the portfolio, ranked #92.

Stone House Investment Management first reported a position in SPTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $328K in Q1 2026. 323 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Stone House Investment Management held 6,936 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $197K as of Q2 2026.
  • Stone House Investment Management sold 4,523 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $129K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.03% of Stone House Investment Management's portfolio in Q2 2026, its #92 holding.
  • Stone House Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Stone House Investment Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $328K in Q1 2026.
  • 323 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.