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

Allworth 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 		$183K Buy
6,463
+1,007
+18% +$28.6K ﹤0.01% 1541
2026
Q1 		$156K Buy
5,456
+17
+0.3% +$490 ﹤0.01% 1554
2025
Q4 		$157K Sell
5,439
-4,180
-43% -$121K ﹤0.01% 1478
2025
Q3 		$278K Buy
9,619
+1,200
+14% +$34.5K ﹤0.01% 1132
2025
Q2 		$242K Buy
8,419
+408
+5% +$11.6K ﹤0.01% 1100
2025
Q1 		$229K Buy
8,011
+715
+10% +$20.1K ﹤0.01% 902
2024
Q4 		$204K Buy
7,296
+402
+6% +$11.4K ﹤0.01% 943
2024
Q3 		$200K Sell
6,894
-4,870
-41% -$140K ﹤0.01% 819
2024
Q2 		$332K Sell
11,764
-2,470
-17% -$68.7K ﹤0.01% 663
2024
Q1 		$401K Buy
14,234
+14,205
+48,983% +$401K ﹤0.01% 607
2023
Q4 		$829 Sell
29
-1,062
-97% -$29.5K ﹤0.01% 3011
2023
Q3 		$30K Buy
+1,091
New +$30.5K ﹤0.01% 1310
2022
Q4 		– Sell
-177
Closed -$5K – 3183
2022
Q3 		$5K Buy
+177
New +$5.18K ﹤0.01% 1895
2022
Q2 		– Sell
-2,680
Closed -$81K – 2785
2022
Q1 		$81K Sell
2,680
-4,763
-64% -$148K ﹤0.01% 774
2021
Q4 		$239K Hold
7,443
– – ﹤0.01% 493
2021
Q3 		$240K Buy
7,443
+7,409
+21,791% +$242K ﹤0.01% 440
2021
Q2 		$1K Buy
+34
New +$1.1K ﹤0.01% 1494
2020
Q3 		– Sell
-2,598
Closed -$86K – 1262
2020
Q2 		$86K Buy
2,598
+1,871
+257% +$61.9K ﹤0.01% 340
2020
Q1 		$24K Buy
+727
New +$23.1K ﹤0.01% 532

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

Allworth Financial's SPTI Position: Q2 2026 in Review

Allworth Financial increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 18% in Q2 2026, buying an estimated $28.6K and bringing the position to 6,463 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Allworth Financial first reported a position in SPTI in Q1 2020 and has held it in 19 quarters since. The position peaked at $401K in Q1 2024. 408 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Allworth Financial held 6,463 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $183K as of Q2 2026.
  • Allworth Financial bought 1,007 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $28.6K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1541 holding.
  • Allworth Financial first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2020 and has held it in 19 quarters since.
  • Allworth Financial's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $401K in Q1 2024.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.