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

Abound Financial’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 		$7.51M Sell
264,608
-1,100
-0.4% -$31.3K 2.99% 10
2026
Q1 		$7.62M Sell
265,708
-21,912
-8% -$632K 3.33% 9
2025
Q4 		$8.29M Buy
287,620
+17,194
+6% +$498K 3.21% 9
2025
Q3 		$7.82M Buy
270,426
+953
+0.4% +$27.4K 3.13% 11
2025
Q2 		$7.75M Sell
269,473
-7,760
-3% -$221K 3.41% 10
2025
Q1 		$7.92M Sell
277,233
-21,015
-7% -$591K 4.01% 7
2024
Q4 		$8.32M Buy
+298,248
New +$8.43M 4.21% 8

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

Abound Financial's SPTI Position: Q2 2026 in Review

Abound Financial reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 0.41% in Q2 2026, selling an estimated $31.3K and leaving 264,608 shares worth $7.51M. The position accounts for 2.99% of the portfolio, ranked #10.

Abound Financial first reported a position in SPTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.32M in Q4 2024. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Abound Financial held 264,608 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $7.51M as of Q2 2026.
  • Abound Financial sold 1,100 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $31.3K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 2.99% of Abound Financial's portfolio in Q2 2026, its #10 holding.
  • Abound Financial first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Abound Financial's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $8.32M in Q4 2024.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.