TPG Financial Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

TPG Financial Advisors’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	$11.4M	Sell	400,617 -2,938	-0.7%	-$83.6K	3.4%	11
2026 Q1	$11.6M	Buy	403,555 +58,046	+17%	+$1.67M	3.76%	9
2025 Q4	$9.96M	Sell	345,509 -4,783	-1%	-$138K	3.33%	11
2025 Q3	$10.1M	Sell	350,292 -3,583	-1%	-$103K	3.77%	8
2025 Q2	$10.2M	Sell	353,875 -49,333	-12%	-$1.41M	4.07%	6
2025 Q1	$11.5M	Sell	403,208 -154,137	-28%	-$4.34M	5.09%	5
2024 Q4	$15.5M	Buy	557,345 +491,185	+742%	+$13.9M	6.76%	4
2024 Q3	$1.92M	Sell	66,160 -3,083	-4%	-$88.5K	0.87%	24
2024 Q2	$1.94M	Buy	+69,243	New	+$1.93M	0.92%	24
2023 Q4	$2.11M	Buy	+74,209	New	+$2.06M	1.07%	25
2019 Q1	–	Sell	-144,634	Closed	-$4.31M	–	40
2018 Q4	$4.31M	Buy	+144,634	New	+$4.21M	4.67%	7

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TPG Financial Advisors's SPTI Position: Q2 2026 in Review

TPG Financial Advisors reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 0.73% in Q2 2026, selling an estimated $83.6K and leaving 400,617 shares worth $11.4M. The position accounts for 3.4% of the portfolio, ranked #11.

TPG Financial Advisors first reported a position in SPTI in Q4 2018 and has held it in 11 quarters since. The position peaked at $15.5M in Q4 2024. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

TPG Financial Advisors held 400,617 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $11.4M as of Q2 2026.
TPG Financial Advisors sold 2,938 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $83.6K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 3.4% of TPG Financial Advisors's portfolio in Q2 2026, its #11 holding.
TPG Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2018 and has held it in 11 quarters since.
TPG Financial Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $15.5M in Q4 2024.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.