AWM
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Axxcess Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Axxcess Wealth Management’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 		$391K Buy
13,783
+2,275
+20% +$64.7K 0.01% 784
2026
Q1 		$330K Buy
11,508
+1
+0% +$29 0.01% 331
2025
Q4 		$332K Sell
11,507
-197
-2% -$5.7K 0.01% 820
2025
Q3 		$338K Sell
11,704
-313
-3% -$8.99K 0.01% 721
2025
Q2 		$346K Buy
12,017
+90
+0.8% +$2.56K 0.01% 684
2025
Q1 		$341K Sell
11,927
-1,081
-8% -$30.4K 0.01% 644
2024
Q4 		$363K Sell
13,008
-121
-0.9% -$3.42K 0.01% 620
2024
Q3 		$382K Sell
13,129
-516
-4% -$14.8K 0.01% 624
2024
Q2 		$382K Sell
13,645
-3,825
-22% -$106K 0.01% 584
2024
Q1 		$492K Sell
17,470
-47,629
-73% -$1.34M 0.01% 540
2023
Q4 		$1.86M Buy
65,099
+31,316
+93% +$869K 0.05% 257
2023
Q3 		$930K Sell
33,783
-20,740
-38% -$580K 0.03% 334
2023
Q2 		$1.54M Sell
54,523
-13,930
-20% -$401K 0.11% 167
2023
Q1 		$1.98M Buy
68,453
+18,986
+38% +$543K 0.15% 139
2022
Q4 		$1.4M Sell
49,467
-20,840
-30% -$588K 0.12% 173
2022
Q3 		$1.98M Buy
70,307
+5,784
+9% +$169K 0.19% 107
2022
Q2 		$1.9M Sell
64,523
-254,887
-80% -$7.53M 0.17% 116
2022
Q1 		$9.68M Sell
319,410
-24,193
-7% -$754K 0.76% 19
2021
Q4 		$11M Buy
+343,603
New +$11M 0.8% 21

Other funds holding SPTI

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Axxcess Wealth Management's SPTI Position: Q2 2026 in Review

Axxcess Wealth Management increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 20% in Q2 2026, buying an estimated $64.7K and bringing the position to 13,783 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #784.

Axxcess Wealth Management first reported a position in SPTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $11M in Q4 2021. 170 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Axxcess Wealth Management held 13,783 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $391K as of Q2 2026.
  • Axxcess Wealth Management bought 2,275 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $64.7K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #784 holding.
  • Axxcess Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $11M in Q4 2021.
  • 170 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.