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

Victory 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
Q1 		$255K Sell
8,899
-527
-6% -$15.2K 0.03% 287
2025
Q4 		$272K Buy
9,426
+631
+7% +$18.3K 0.03% 249
2025
Q3 		$254K Sell
8,795
-704
-7% -$20.2K 0.03% 212
2025
Q2 		$273K Sell
9,499
-808
-8% -$23K 0.04% 177
2025
Q1 		$295K Buy
+10,307
New +$290K 0.06% 132

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 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 $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Victory Financial Group's SPTI Position: Q1 2026 in Review

Victory Financial Group reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 5.6% in Q1 2026, selling an estimated $15.2K and leaving 8,899 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #287.

Victory Financial Group first reported a position in SPTI in Q1 2025 and has held it in 5 quarters since. The position peaked at $295K in Q1 2025. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Victory Financial Group held 8,899 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $255K as of Q1 2026.
  • Victory Financial Group sold 527 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $15.2K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.03% of Victory Financial Group's portfolio in Q1 2026, its #287 holding.
  • Victory Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • Victory Financial Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $295K in Q1 2025.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.