Tennessee Valley Asset Management Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Tennessee Valley Asset Management 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 Q1	$526K	Buy	18,350 +387	+2%	+$11.2K	0.07%	114
2025 Q4	$518K	Buy	+17,963	New	+$520K	0.07%	110
2025 Q1	–	Sell	-8,692	Closed	-$242K	–	170
2024 Q4	$242K	Buy	+8,692	New	+$246K	0.04%	143
2024 Q1	–	Sell	-4,612	Closed	-$132K	–	663
2023 Q4	$132K	Buy	+4,612	New	+$128K	0.02%	155
2023 Q1	–	Sell	-116,685	Closed	-$3.3M	–	112
2022 Q4	$3.3M	Buy	116,685 +97,899	+521%	+$2.76M	1.14%	15
2022 Q3	$528K	Buy	+18,786	New	+$549K	0.21%	55

Other funds holding SPTI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tennessee Valley Asset Management Partners's SPTI Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 2.2% in Q1 2026, buying an estimated $11.2K and bringing the position to 18,350 shares worth $526K. The position accounts for 0.07% of the portfolio, ranked #114.

Tennessee Valley Asset Management Partners first reported a position in SPTI in Q3 2022 and has held it in 6 quarters since. The position peaked at $3.3M in Q4 2022. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

Tennessee Valley Asset Management Partners held 18,350 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $526K as of Q1 2026.
Tennessee Valley Asset Management Partners bought 387 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $11.2K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.07% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #114 holding.
Tennessee Valley Asset Management Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2022 and has held it in 6 quarters since.
Tennessee Valley Asset Management Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $3.3M in Q4 2022.
403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.