TIAA Trust, National Association
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TIAA Trust, National Association’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

TIAA Trust, National Association’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 		– Sell
-9,903
Closed -$286K – 626
2025
Q4 		$286K Buy
9,903
+747
+8% +$21.6K ﹤0.01% 594
2025
Q3 		$265K Buy
+9,156
New +$263K ﹤0.01% 612

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 22.9% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TIAA Trust, National Association's SPTI Position: Q1 2026 in Review

TIAA Trust, National Association sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2026, closing a stake of 9,903 shares — an estimated $286K sold.

TIAA Trust, National Association first reported a position in SPTI in Q3 2025 and held it in 2 quarters. The position peaked at $286K in Q4 2025. 404 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • TIAA Trust, National Association reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • TIAA Trust, National Association sold 9,903 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $286K.
  • TIAA Trust, National Association first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2025 and held it in 2 quarters.
  • TIAA Trust, National Association's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $286K in Q4 2025.
  • 404 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.