Tortoise Investment Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Tortoise Investment Management’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
2025 Q4	–	Sell	-1,615	Closed	-$46.7K	–	1267
2025 Q3	$46.7K	Hold	1,615	–	–	﹤0.01%	406
2025 Q2	$46.5K	Hold	1,615	–	–	﹤0.01%	393
2025 Q1	$46.2K	Hold	1,615	–	–	﹤0.01%	387
2024 Q4	$45K	Hold	1,615	–	–	﹤0.01%	435
2024 Q3	$46.9K	Hold	1,615	–	–	﹤0.01%	417
2024 Q2	$45.3K	Hold	1,615	–	–	0.01%	403
2024 Q1	$45.5K	Hold	1,615	–	–	0.01%	389
2023 Q4	$46.1K	Buy	+1,615	New	+$44.8K	0.01%	366
2020 Q2	–	Sell	-340	Closed	-$11K	–	547
2020 Q1	$11K	Hold	340	–	–	﹤0.01%	356
2019 Q4	$11K	Hold	340	–	–	﹤0.01%	398
2019 Q3	$11K	Hold	340	–	–	﹤0.01%	391
2019 Q2	$11K	Hold	340	–	–	﹤0.01%	423
2019 Q1	$10K	Buy	+340	New	+$10.1K	﹤0.01%	417

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

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

Tortoise Investment Management's SPTI Position: Q4 2025 in Review

Tortoise Investment Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2025, closing a stake of 1,615 shares — an estimated $46.7K sold.

Tortoise Investment Management first reported a position in SPTI in Q1 2019 and held it in 13 quarters. The position peaked at $46.9K in Q3 2024. 409 funds tracked by Wall St. Rank hold SPTI as of Q4 2025.

Tortoise Investment Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 1,615 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2025, an estimated $46.7K.
Tortoise Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2019 and held it in 13 quarters.
Tortoise Investment Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $46.9K in Q3 2024.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.