Tilson Financial Group’s State Street SPDR Portfolio Intermediate Term Treasury Index 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	$10M	Buy	346,588 +676	+0.2%	+$19.3K	3.76%	5
2025 Q1	$9.9M	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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

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 Index 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. 413 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 Index ETF worth $11.7M as of Q2 2026.
Tilson Financial Group bought 17,267 State Street SPDR Portfolio Intermediate Term Treasury Index ETF shares in Q2 2026, an estimated $491K.
State Street SPDR Portfolio Intermediate Term Treasury Index 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 Index ETF in Q4 2023 and has held it in 11 quarters since.
413 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury Index ETF as of Q2 2026.

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