Ken Fisher's SPTI Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 41,900 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) worth $1.2 M, representing 0.00% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in SPTI, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 144,635 shares. Largest reduction occurred in Q1 2025, reducing 68,313 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -1,327 | Reduce 3.07% | 41,900 | $28.66 |
| Q4 2025 | +10,201 | Add 30.89% | 43,227 | $28.84 |
| Q3 2025 | -19,524 | Reduce 37.15% | 33,026 | $28.90 |
| Q2 2025 | -59,435 | Reduce 53.07% | 52,550 | $28.77 |
| Q1 2025 | -68,313 | Reduce 37.89% | 111,985 | $28.58 |
| Q4 2024 | +144,635 | Add 405.56% | 180,298 | $27.88 |
| Q3 2024 | +1,014 | Add 2.93% | 35,663 | $29.06 |
| Q2 2024 | -4,288 | Reduce 11.01% | 34,649 | $28.02 |
| Q1 2024 | -3,143 | Reduce 7.47% | 38,937 | $28.18 |
| Q4 2023 | +33,267 | Add 377.48% | 42,080 | $28.56 |
| Q3 2023 | +1,309 | Add 17.44% | 8,813 | $27.53 |
| Q2 2023 | +7,504 | New Buy | 7,504 | $28.29 |
| Q1 2023 | -10,121 | Sold Out | 0 | $0.00 |
| Q4 2022 | +1,514 | Add 17.59% | 10,121 | $28.26 |
| Q3 2022 | +8,607 | New Buy | 8,607 | $28.12 |
Ken Fisher's State Street SPDR Portfolio Intermediate Term Treasury ETF Investment FAQs
Ken Fisher first purchased State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2022, acquiring 8,607 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for 15 quarters since Q3 2022.
Ken Fisher's largest addition to State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) was in Q4 2024, adding 180,298 shares worth $5.03 M.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 41,900 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI), valued at approximately $1.2 M.
As of the Q1 2026 filing, State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) was 180,298 shares, as reported at the end of Q4 2024.