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Capstone Wealth Management Group (Pennsylvania)’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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
Q1 		$292K Buy
10,172
+62
+0.6% +$1.79K 0.12% 78
2025
Q4 		$292K Buy
+10,110
New +$293K 0.12% 66

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s SPTI Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 0.61% in Q1 2026, buying an estimated $1.79K and bringing the position to 10,172 shares worth $292K. The position accounts for 0.12% of the portfolio, ranked #78.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SPTI in Q4 2025 and has held it in 2 quarters since. The position peaked at $292K in Q4 2025. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 10,172 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $292K as of Q1 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 62 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $1.79K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.12% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #78 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $292K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.