Vista Investment Partners II’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Vista Investment Partners II’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	–	Sell	-30,970	Closed	-$893K	–	175
2025 Q4	$893K	Buy	30,970 +2,198	+8%	+$63.6K	0.38%	67
2025 Q3	$832K	Buy	+28,772	New	+$827K	0.39%	61

Other funds holding SPTI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Vista Investment Partners II's SPTI Position: Q1 2026 in Review

Vista Investment Partners II sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2026, closing a stake of 30,970 shares — an estimated $893K sold.

Vista Investment Partners II first reported a position in SPTI in Q3 2025 and held it in 2 quarters. The position peaked at $893K in Q4 2025. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

Vista Investment Partners II reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Vista Investment Partners II sold 30,970 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $893K.
Vista Investment Partners II first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2025 and held it in 2 quarters.
Vista Investment Partners II's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $893K in Q4 2025.
403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Vista Investment Partners II's 13F filing for Q1 2026, filed 23 Apr 2026.