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

Atomi Financial Group’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	$337K	Buy	+11,874	New	+$338K	0.01%	971
2026 Q1	–	Sell	-6,979	Closed	-$201K	–	1310
2025 Q4	$201K	Sell	6,979 -2,726	-28%	-$78.9K	0.01%	1148
2025 Q3	$280K	Sell	9,705 -4,593	-32%	-$132K	0.01%	926
2025 Q2	$411K	Sell	14,298 -15,719	-52%	-$448K	0.02%	668
2025 Q1	$858K	Buy	+30,017	New	+$845K	0.04%	352

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atomi Financial Group's SPTI Position: Q2 2026 in Review

Atomi Financial Group opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026: 11,874 shares worth $337K. The stake represents 0.01% of the portfolio and ranks #971 among its holdings. This is a return to the name: Atomi Financial Group previously reported a position in SPTI as recently as Q4 2025.

Atomi Financial Group first reported a position in SPTI in Q1 2025 and has held it in 5 quarters since. The position peaked at $858K in Q1 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Atomi Financial Group held 11,874 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $337K as of Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF was a new Atomi Financial Group position in Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #971 holding.
Atomi Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
Atomi Financial Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $858K in Q1 2025.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.