Beacon Bridge Wealth Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Beacon Bridge Wealth Partners’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	$1.07M	Sell	37,647 -6,808	-15%	-$194K	0.3%	62
2026 Q1	$1.27M	Buy	44,455 +108	+0.2%	+$3.11K	0.43%	53
2025 Q4	$1.28M	Sell	44,347 -9	-0%	-$260	0.42%	54
2025 Q3	$1.28M	Buy	44,356 +228	+0.5%	+$6.55K	0.46%	47
2025 Q2	$1.27M	Sell	44,128 -7,313	-14%	-$208K	0.5%	45
2025 Q1	$1.47M	Buy	51,441 +22,219	+76%	+$625K	0.63%	41
2024 Q4	$815K	Sell	29,222 -55,681	-66%	-$1.57M	0.35%	55
2024 Q3	$2.47M	Sell	84,903 -19,835	-19%	-$569K	1.06%	29
2024 Q2	$2.93M	Sell	104,738 -37,859	-27%	-$1.05M	1.35%	23
2024 Q1	$4.02M	Sell	142,597 -79,007	-36%	-$2.23M	1.9%	15
2023 Q4	$6.33M	Sell	221,604 -94,217	-30%	-$2.61M	3.16%	10
2023 Q3	$8.69M	Sell	315,821 -229,015	-42%	-$6.4M	4.59%	4
2023 Q2	$15.4M	Buy	544,836 +257,231	+89%	+$7.4M	7.88%	4
2023 Q1	$8.32M	Sell	287,605 -86,529	-23%	-$2.47M	4.99%	5
2022 Q4	$10.6M	Buy	+374,134	New	+$10.6M	7.68%	3

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

Beacon Bridge Wealth Partners's SPTI Position: Q2 2026 in Review

Beacon Bridge Wealth Partners reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 15% in Q2 2026, selling an estimated $194K and leaving 37,647 shares worth $1.07M. The position accounts for 0.3% of the portfolio, ranked #62.

Beacon Bridge Wealth Partners first reported a position in SPTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.4M in Q2 2023. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Beacon Bridge Wealth Partners held 37,647 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1.07M as of Q2 2026.
Beacon Bridge Wealth Partners sold 6,808 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $194K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.3% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #62 holding.
Beacon Bridge Wealth Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
Beacon Bridge Wealth Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $15.4M in Q2 2023.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.