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Action Point Financial Planning’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Action Point Financial Planning’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 		$564K Buy
+19,873
New +$565K 0.06% 240

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

Action Point Financial Planning's SPTI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026: 19,873 shares worth $564K. The stake represents 0.06% of the portfolio and ranks #240 among its holdings.

408 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Action Point Financial Planning held 19,873 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $564K as of Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF was a new Action Point Financial Planning position in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.06% of Action Point Financial Planning's portfolio in Q2 2026, its #240 holding.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

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