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

Strategic Financial Partners’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	$2.39M	Buy	84,074 +6,141	+8%	+$175K	0.9%	30
2026 Q1	$2.23M	Buy	77,933 +4,656	+6%	+$134K	0.96%	22
2025 Q4	$2.11M	Buy	73,277 +1,504	+2%	+$43.5K	0.92%	21
2025 Q3	$2.07M	Sell	71,773 -199,731	-74%	-$5.74M	0.95%	22
2025 Q2	$7.81M	Buy	271,504 +195,325	+256%	+$5.56M	3.63%	7
2025 Q1	$2.18M	Buy	76,179 +1,269	+2%	+$35.7K	1.15%	19
2024 Q4	$2.09M	Sell	74,910 -8,210	-10%	-$232K	1.07%	20
2024 Q3	$2.42M	Sell	83,120 -723	-0.9%	-$20.8K	1.23%	20
2024 Q2	$2.35M	Sell	83,843 -1,821	-2%	-$50.7K	1.29%	19
2024 Q1	$2.41M	Sell	85,664 -5,007	-6%	-$141K	1.34%	20
2023 Q4	$2.59M	Sell	90,671 -91,214	-50%	-$2.53M	1.5%	15
2023 Q3	$5.01M	Sell	181,885 -154,191	-46%	-$4.31M	3.04%	9
2023 Q2	$9.51M	Buy	336,076 +173,399	+107%	+$4.99M	5.42%	5
2023 Q1	$4.71M	Sell	162,677 -377,321	-70%	-$10.8M	2.88%	11
2022 Q4	$15.3M	Buy	539,998 +138,778	+35%	+$3.92M	9.31%	3
2022 Q3	$11.3M	Buy	401,220 +17,485	+5%	+$511K	7.19%	6
2022 Q2	$11.3M	Buy	383,735 +188,403	+96%	+$5.56M	6.61%	7
2022 Q1	$5.92M	Buy	195,332 +62,989	+48%	+$1.96M	3.01%	9
2021 Q4	$4.24M	Buy	132,343 +39,030	+42%	+$1.25M	2.08%	11
2021 Q3	$3.02M	Sell	93,313 -841	-0.9%	-$27.4K	1.62%	11
2021 Q2	$3.05M	Sell	94,154 -63,822	-40%	-$2.06M	1.68%	12
2021 Q1	$5.07M	Sell	157,976 -34,035	-18%	-$1.11M	3%	9
2020 Q4	$6.35M	Sell	192,011 -184,764	-49%	-$6.11M	4.15%	9
2020 Q3	$12.5M	Buy	376,775 +61,888	+20%	+$2.06M	9.8%	3
2020 Q2	$10.5M	Buy	+314,887	New	+$10.4M	8.67%	4

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

MERSOM

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Strategic Financial Partners's SPTI Position: Q2 2026 in Review

Strategic Financial Partners increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 7.9% in Q2 2026, buying an estimated $175K and bringing the position to 84,074 shares worth $2.39M. The position accounts for 0.9% of the portfolio, ranked #30.

Strategic Financial Partners first reported a position in SPTI in Q2 2020 and has held it in 25 quarters since. The position peaked at $15.3M in Q4 2022. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Strategic Financial Partners held 84,074 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $2.39M as of Q2 2026.
Strategic Financial Partners bought 6,141 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $175K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.9% of Strategic Financial Partners's portfolio in Q2 2026, its #30 holding.
Strategic Financial Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2020 and has held it in 25 quarters since.
Strategic Financial Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $15.3M in Q4 2022.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.