Bartlett & Co Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Bartlett & Co 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	$64.1K	Buy	+2,257	New	+$64.2K	﹤0.01%	690
2022 Q3	–	Sell	-685	Closed	-$20.2K	–	1268
2022 Q2	$20.2K	Buy	+685	New	+$20.2K	﹤0.01%	738
2019 Q3	–	Sell	-384	Closed	-$11.9K	–	929
2019 Q2	$11.9K	Buy	+384	New	+$11.6K	﹤0.01%	578

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

Bartlett & Co Wealth Management's SPTI Position: Q2 2026 in Review

Bartlett & Co Wealth Management opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026: 2,257 shares worth $64.1K. The stake represents ﹤0.01% of the portfolio and ranks #690 among its holdings. This is a return to the name: Bartlett & Co Wealth Management previously reported a position in SPTI as recently as Q2 2022.

Bartlett & Co Wealth Management first reported a position in SPTI in Q2 2019 and has held it in 3 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Bartlett & Co Wealth Management held 2,257 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $64.1K as of Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF was a new Bartlett & Co Wealth Management position in Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #690 holding.
Bartlett & Co Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2019 and has held it in 3 quarters since.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.