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Arkadios Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Arkadios Wealth Advisors’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 		$9.11M Buy
320,886
+47,520
+17% +$1.35M 0.14% 164
2026
Q1 		$7.83M Buy
+273,366
New +$7.88M 0.13% 185

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

Arkadios Wealth Advisors's SPTI Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 17% in Q2 2026, buying an estimated $1.35M and bringing the position to 320,886 shares worth $9.11M. The position accounts for 0.14% of the portfolio, ranked #164.

Arkadios Wealth Advisors first reported a position in SPTI in Q1 2026 and has held it in 2 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Arkadios Wealth Advisors held 320,886 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $9.11M as of Q2 2026.
  • Arkadios Wealth Advisors bought 47,520 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $1.35M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.14% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #164 holding.
  • Arkadios Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.