SPTI — SPDR Portfolio Intermediate Te

Ownership history in GLOBALT Investments LLC / GA  ·  9 quarters on record

This page tracks every 13F SEC filing in which GLOBALT Investments LLC / GA reported a position in SPDR Portfolio Intermediate Te (SPTI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.27% (2025 Q2)
Avg. % of fund
4.35%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,621,794 +33,213 +0.6% 5.92% $162.1M $28.66
2025 Q3 REDUCED 5,588,581 -98,511 -1.7% 5.90% $161.5M $28.37
2025 Q2 ADDED 5,687,092 +2,440,938 +75.2% 6.27% $163.6M $27.97
2025 Q1 REDUCED 3,246,154 -65,183 -2.0% 3.79% $92.8M $27.52
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPTI price (monthly, adj. close)

Other funds also holding SPTI

As of 2025 Q4 — sorted by position size

EVERMAY WEALTH MANAGEMENT LLC 3Y 7Y 15.03% Compton Financial Group, LLC 3Y 14.78% Municipal Employees' Retirement System of Michigan 3Y 7Y 12.15% Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 12.12% One Day In July LLC 3Y 11.53% S. R. Schill & Associates 3Y 7Y 10.24% VOISARD ASSET MANAGEMENT GROUP, INC. 9.34% Strategic Wealth Investment Group, LLC 3Y 7.79% Appalachian Capital Management Ltd 7.46% Richard Bernstein Advisors LLC 3Y 7Y 6.73%
← Back to GLOBALT Investments LLC / GA Holdings