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

Tilson Financial Group’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 		$11.7M Buy
413,267
+17,267
+4% +$491K 3.23% 7
2026
Q1 		$11.3M Buy
396,000
+20,103
+5% +$580K 3.41% 6
2025
Q4 		$10.8M Buy
375,897
+19,465
+5% +$563K 3.34% 6
2025
Q3 		$10.3M Buy
356,432
+9,844
+3% +$283K 3.38% 6
2025
Q2 		$9.97M Buy
346,588
+676
+0.2% +$19.3K 3.76% 5
2025
Q1 		$9.89M Buy
345,912
+14,557
+4% +$410K 3.91% 6
2024
Q4 		$9.24M Buy
331,355
+17,403
+6% +$492K 3.77% 7
2024
Q3 		$9.12M Buy
313,952
+2,393
+0.8% +$68.7K 3.95% 7
2024
Q2 		$8.73M Buy
311,559
+4,733
+2% +$132K 8.82% 3
2024
Q1 		$8.65M Buy
306,826
+295,225
+2,545% +$8.34M 4.64% 6
2023
Q4 		$331K Buy
+11,601
New +$322K 0.21% 50

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

Tilson Financial Group's SPTI Position: Q2 2026 in Review

Tilson Financial Group increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 4.4% in Q2 2026, buying an estimated $491K and bringing the position to 413,267 shares worth $11.7M. The position accounts for 3.23% of the portfolio, ranked #7.

Tilson Financial Group first reported a position in SPTI in Q4 2023 and has held it in 11 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Tilson Financial Group held 413,267 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $11.7M as of Q2 2026.
  • Tilson Financial Group bought 17,267 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $491K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 3.23% of Tilson Financial Group's portfolio in Q2 2026, its #7 holding.
  • Tilson Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.