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Strategic Investment Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Strategic Investment Advisors’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 		$1.32M Buy
46,431
+345
+0.7% +$9.81K 0.08% 113
2026
Q1 		$1.32M Buy
46,086
+6,484
+16% +$187K 0.09% 117
2025
Q4 		$1.14M Buy
39,602
+39,251
+11,183% +$1.14M 0.1% 93
2025
Q3 		$1.12M Sell
351
-38,818
-99% -$1.12M 0.1% 92
2025
Q2 		$1.12M Sell
39,169
-1,474
-4% -$42K 0.11% 85
2025
Q1 		$1.16M Sell
40,643
-1,320
-3% -$37.1K 0.12% 93
2024
Q4 		$1.17M Buy
41,963
+11,140
+36% +$315K 0.12% 95
2024
Q3 		$896K Buy
30,823
+633
+2% +$18.2K 0.1% 122
2024
Q2 		$846K Sell
30,190
-1,266
-4% -$35.2K 0.1% 126
2024
Q1 		$886K Buy
+31,456
New +$888K 0.11% 118

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

Strategic Investment Advisors's SPTI Position: Q2 2026 in Review

Strategic Investment Advisors increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 0.75% in Q2 2026, buying an estimated $9.81K and bringing the position to 46,431 shares worth $1.32M. The position accounts for 0.08% of the portfolio, ranked #113.

Strategic Investment Advisors first reported a position in SPTI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.32M in Q1 2026. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Strategic Investment Advisors held 46,431 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1.32M as of Q2 2026.
  • Strategic Investment Advisors bought 345 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $9.81K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.08% of Strategic Investment Advisors's portfolio in Q2 2026, its #113 holding.
  • Strategic Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • Strategic Investment Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.32M in Q1 2026.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.