Vontobel Holding
SPTI icon

Vontobel Holding’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Vontobel Holding’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 		$837K Sell
29,504
-1,082
-4% -$30.8K ﹤0.01% 875
2026
Q1 		$877K Buy
30,586
+1,495
+5% +$43.1K ﹤0.01% 685
2025
Q4 		$839K Buy
29,091
+1,131
+4% +$32.7K ﹤0.01% 807
2025
Q3 		$809K Buy
27,960
+483
+2% +$13.9K ﹤0.01% 792
2025
Q2 		$791K Sell
27,477
-1,866
-6% -$53.1K ﹤0.01% 756
2025
Q1 		$839K Sell
29,343
-1,705
-5% -$48K ﹤0.01% 642
2024
Q4 		$866K Buy
31,048
+1,736
+6% +$49.1K ﹤0.01% 639
2024
Q3 		$852K Sell
29,312
-1,155
-4% -$33.2K ﹤0.01% 630
2024
Q2 		$854K Buy
30,467
+26
+0.1% +$723 ﹤0.01% 606
2024
Q1 		$858K Sell
30,441
-751
-2% -$21.2K 0.01% 624
2023
Q4 		$891K Buy
31,192
+830
+3% +$23K 0.01% 625
2023
Q3 		$836K Sell
30,362
-305
-1% -$8.52K 0.01% 624
2023
Q2 		$868K Buy
30,667
+757
+3% +$21.8K 0.01% 640
2023
Q1 		$866K Buy
29,910
+236
+0.8% +$6.75K 0.01% 624
2022
Q4 		$838K Buy
29,674
+298
+1% +$8.41K 0.01% 616
2022
Q3 		$826K Buy
+29,376
New +$859K 0.01% 582

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SWIG
Strategic Wealth Investment Group Louisville, Kentucky $825M AUM 11.63% 1-Year Est. Return

Vontobel Holding's SPTI Position: Q2 2026 in Review

Vontobel Holding reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 3.5% in Q2 2026, selling an estimated $30.8K and leaving 29,504 shares worth $837K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Vontobel Holding first reported a position in SPTI in Q3 2022 and has held it in 16 quarters since. The position peaked at $891K in Q4 2023. 262 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Vontobel Holding held 29,504 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $837K as of Q2 2026.
  • Vontobel Holding sold 1,082 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $30.8K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #875 holding.
  • Vontobel Holding first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
  • Vontobel Holding's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $891K in Q4 2023.
  • 262 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.