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Voisard Asset Management Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Voisard Asset Management 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 		$55.6M Buy
1,959,613
+208,415
+12% +$5.93M 10.53% 3
2026
Q1 		$50.2M Buy
1,751,198
+250,298
+17% +$7.22M 10.71% 3
2025
Q4 		$43.3M Buy
1,500,900
+98,614
+7% +$2.85M 9.34% 3
2025
Q3 		$40.5M Buy
1,402,286
+126,723
+10% +$3.64M 9.38% 4
2025
Q2 		$36.7M Buy
1,275,563
+97,994
+8% +$2.79M 9.46% 3
2025
Q1 		$33.7M Buy
1,177,569
+402,195
+52% +$11.3M 9.84% 3
2024
Q4 		$21.6M Buy
775,374
+744,486
+2,410% +$21M 7.23% 4
2024
Q3 		$898K Buy
+30,888
New +$887K 0.37% 25

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
GI
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Voisard Asset Management Group's SPTI Position: Q2 2026 in Review

Voisard Asset Management Group increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 12% in Q2 2026, buying an estimated $5.93M and bringing the position to 1,959,613 shares worth $55.6M. The position accounts for 10.53% of the portfolio, ranked #3.

Voisard Asset Management Group first reported a position in SPTI in Q3 2024 and has held it in 8 quarters since. 408 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Voisard Asset Management Group held 1,959,613 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $55.6M as of Q2 2026.
  • Voisard Asset Management Group bought 208,415 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $5.93M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 10.53% of Voisard Asset Management Group's portfolio in Q2 2026, its #3 holding.
  • Voisard Asset Management Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.