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

Bridge Generations 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 		$20.1M Buy
708,223
+47,306
+7% +$1.35M 10.25% 3
2026
Q1 		$18.9M Buy
660,917
+62,322
+10% +$1.8M 10.86% 3
2025
Q4 		$17.3M Buy
598,595
+90,353
+18% +$2.61M 10.69% 3
2025
Q3 		$14.7M Buy
508,242
+164,037
+48% +$4.71M 9.76% 3
2025
Q2 		$9.9M Buy
344,205
+11,163
+3% +$318K 6.01% 5
2025
Q1 		$9.52M Buy
+333,042
New +$9.37M 5.98% 5

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

Bridge Generations Wealth Management's SPTI Position: Q2 2026 in Review

Bridge Generations Wealth Management increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 7.2% in Q2 2026, buying an estimated $1.35M and bringing the position to 708,223 shares worth $20.1M. The position accounts for 10.25% of the portfolio, ranked #3.

Bridge Generations Wealth Management first reported a position in SPTI in Q1 2025 and has held it in 6 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Bridge Generations Wealth Management held 708,223 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $20.1M as of Q2 2026.
  • Bridge Generations Wealth Management bought 47,306 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 10.25% of Bridge Generations Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Bridge Generations Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.