SF
SPTI icon

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

Symphony 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 		$274K Buy
9,627
+767
+9% +$21.8K 0.03% 283
2026
Q1 		$254K Buy
8,860
+463
+6% +$13.3K 0.03% 264
2025
Q4 		$242K Buy
+8,397
New +$243K 0.03% 254
2025
Q3 		– Sell
-24,412
Closed -$772K – 287
2025
Q2 		$772K Buy
+24,412
New +$695K 0.1% 121
2025
Q1 		– Sell
-25,998
Closed -$727K – 201
2024
Q4 		$727K Buy
+25,998
New +$735K 0.11% 121

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

Symphony Financial's SPTI Position: Q2 2026 in Review

Symphony Financial increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 8.7% in Q2 2026, buying an estimated $21.8K and bringing the position to 9,627 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #283.

Symphony Financial first reported a position in SPTI in Q4 2024 and has held it in 5 quarters since. The position peaked at $772K in Q2 2025. 351 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Symphony Financial held 9,627 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $274K as of Q2 2026.
  • Symphony Financial bought 767 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $21.8K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #283 holding.
  • Symphony Financial first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and has held it in 5 quarters since.
  • Symphony Financial's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $772K in Q2 2025.
  • 351 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.